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News Articles IRI is quoted or mentioned.

401k Specialist – IRI Urges Congress to Mandate Lifetime Income Option in DC Plans
Think Advisor – Insured Retirement Institute: Let Taxpayers Use RILAs as QLACs
Bloomberg Law – Advocacy Group for Life Insurers Seeks to Mold Trump 401(k) Plan
Ignites – Industry Groups Press Court to Strike Biden-Era Fiduciary Rule (subscription required)
Financial Advisor Magazine – DOL Moves To Vacate Fiduciary Rule
Wall Street Journal – America’s Most Tortured Retirement Regulation Is Struck Down (Again) (subscription required)
Investment News – Texas court tosses Biden-era DOL fiduciary rule, handing win to industry groups (subscription may be required)
401k Specialist – Texas Judge Signs Order Officially Ending Fiduciary Rule
WealthManagement.com – Court Kills Biden-Era Fiduciary Rule
Think Advisor – Second Judge Vacates DOL Fiduciary Rule, Dealing Death Blow
Alts Wire – Federal Court Vacates Biden-Era Fiduciary Rule
Ignites – Federal Court Vacates Biden-Era Fiduciary Rule
Financial Advisor IQ – DOL’s Fiduciary Rule Vacated by Second Texas Judge
Financial Advisor Magazine – Judge Kills DOL Fiduciary Rule, Closing Book On Biden-Era Regulation
Think Advisor – Judge Strikes Down DOL Fiduciary Rule
Ignites – Core Parts of Biden-Era Fiduciary Rule Scrapped (subscription required)
Financial Advisor IQ – Biden-Era Fiduciary Rule Officially Dead After Judge’s Order (subscription required)
Retirement Upside – Bye-Bye, Biden-Era Fiduciary Rule. Here’s What Comes Next
Bloomberg Law – DOL Liquidity Regulations Would Boost 401(k) In-Plan Annuities (subscription may be required)
Financial Content – Fiduciary Fight Ends in Texas: Court Vacates DOL ‘Retirement Security Rule,’ Restoring 1975 Standards

 

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March 30, 2026

STATEMENT OF THE INSURED RETIREMENT INSTITUTE ON PROPOSED DOL ALTERNATIVE INVESTMENTS RULE

WASHINGTON, D.C. – The Insured Retirement Institute (IRI) is encouraged by the inclusion of lifetime income strategies in the proposed…

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March 26, 2026

IRI VISION: CLOSING THE CLIENT EXPECTATION GAP

Recently, I spoke at the BISA Conference about a reality we can no longer ignore: the client of tomorrow is…

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March 18, 2026

DFA1 – March 2026

In the latest episode of DFA1, Katherine Dease, Chief Technology and Innovation Officer, talks about the recent, successful IRI Hackathon…

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