News articles in which IRI is mentioned or quoted.
Plan Adviser – Beyond the Annuity Puzzle: Rewiring the Psychology of Lifetime Income
Ignites – ICI, Sifma Want Another Year for Data Privacy Amendments (subscription required)
Kiplinger – New Bill Would Lower Age to Contribute to 401(k)s to 18 from 21. What You Need to Know
Financial Advisor IQ – Finra’s Attempt to ‘Simplify’ Outside Biz Rules Sparks B-D Backlash (subscription required)
Kiplinger – New Bill Would Lower Age to Contribute to 401(k)s to 18 from 21. What You Need to Know
401k Specialist – Multiple Retirement Bills—Including CITs in 403(b)s—Being Marked Up in House This Week
Pensions and Investments – House committee advances bills to allow 403(b) CIT investments, changes at SEC
Benefits Pro – Senate’s new bill aims to enforce employers to give younger workers access to 401(k)s
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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…
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…
DFA1 – March 2026
In the latest episode of DFA1, Katherine Dease, Chief Technology and Innovation Officer, talks about the recent, successful IRI Hackathon…