News Articles IRI is quoted or mentioned.
Life Annuity Specialist – Execution Challenges Drag on Annuity Industry Digitization (subscription required)
Financial Advisor Magazine – Annuities Boom As Insurance, Wealth And Retirement Converge
TravelBinger – 5 Ways the DOL Fiduciary Rule’s Court Demise Reshapes Retirement Advice
Law 360 – Trump Order Aims To Help More Workers Save For Retirement (subscription required)
Insurance News Net – Trump targets ‘retirement gap’ with new executive order
Digital Insurance – Why annuities growth is tied to data exchange and standardization (subscription may be required)
Digital Insurance – What to know about AI risks, coverage gaps and trust (Subscription may be required)
The Advisor Magazine – 401(k) credit may need nudge from advisors and CPAs
Bloomberg Law – 401(k) Advisers See Clarity for Now in Fiduciary Rule Rollbacks
401k Specialist – Morgan Stanley’s Ben Huneke Named IRI’s 2026 ‘Industry Champion of Retirement Security’
Plan Adviser – New Jersey Advisers Face ‘ABC’ Test on Independent Contractor Status
AIVest – 2026 Inflection Point: Regulatory Tailwinds Turn Institutional Retirement Income From Niche Pilot to Core Capital Allocation
Financial Advisor Magazine – Insurance Industry Pushes For SECURE 3.0 With Annuities As Mandatory 401(k) Option
Insurance News Net – NAIC annuity guidance updates divide insurance and advisory groups
Think Advisor – Annuities Tunnel Into the Future
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March News Clips
News Articles IRI is quoted or mentioned. 401k Specialist – IRI Urges Congress to Mandate Lifetime Income Option in DC…
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…