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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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January 2, 2024

IRI TO LABOR DEPARTMENT: WITHDRAW HARMFUL INVESTMENT ADVICE RULE

“We Do Not Believe the Proposal Can or Should Be Fixed” WASHINGTON, D.C. – A proposed U.S. Department of Labor…

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December 14, 2023

IRI RESEARCH: ADOPTION OF DIGITAL FIRST STRATEGIES ARE CRITICAL TO FINANCIAL PROFESSIONALS’ USE OF ANNUITIES

WASHINGTON, D.C. – Recent research by the Insured Retirement Institute (IRI) found that financial professionals who do not currently use…

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December 12, 2023

IRI URGES U.S. DEPARTMENT OF LABOR TO WITHDRAW PROPOSED INVESTMENT ADVICE RULE

WASHINGTON, D.C. — Wayne Chopus, President and CEO and Jason Berkowitz, Chief Legal and Regulatory Affairs Officer, today testified at…

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