IRI Exclusive Research

The Great Divide: Financial Comparison of Early and Late Boomers' Retirement Preparedness

Posted on July 1, 2013

IRI released new research chronicling how different workplace experiences and employee benefit histories are causing a great divide among early and late Baby Boomers regarding their financial security and outlook on retirement.

Women and Financial Advising Careers: Perspectives and Priorities

Posted on May 6, 2013

IRI released new research findings identifying strategies to recruit women to the financial advising field. Presently only three in 10 advisors are female, yet 70 percent of women would prefer to work with a female advisor.

Report Examines Increasing Consumer Education through Web-Based Resources

Posted on April 9, 2013

IRI and Corporate Insight released a new report analyzing how financial services companies use new technologies to inform consumers.

Boomer Expectations for Retirement 2013: Third Annual Report on Retirement Preparedness of the Boomer Generation

Posted on April 8, 2013

IRI released its third annual report on Boomers’ retirement expectations that reveals a continuing decline in Boomers’ retirement planning confidence.

Broker/Dealers, Financial Advisors & Clients: Annuities and the Regulatory Environment

Posted on March 19, 2013

New research findings released today by IRI shows that maintaining state insurance licenses across multiple jurisdictions is a regulatory obstacle that may impede the sale of retirement income products.

Tax Policy and Boomer Retirement Saving Behaviors

Posted on March 7, 2013

IRI released a new research report that found middle-income Baby Boomers would be less likely to save for retirement if taxes are increased or if tax incentives for retirement savings are reduced or eliminated.

IRI Fact Sheet: Baby Boomer Couples Profile

Posted on February 11, 2013

The Insured Retirement Institute (IRI) today released a new fact sheet highlighting research findings that provide a profile of the retirement planning and savings behaviors of Baby Boomer couples compared to their single cohorts.

Guaranteed Lifetime Income Options within Employment-Based Plans

Posted on January 30, 2013

The Insured Retirement Institute (IRI) today released a new study that pinpoints guaranteed lifetime income options offered within employer-provided defined contribution plans as an opportunity to address many emerging retirement security challenges.

IRI State of the Industry Report

Posted on December 17, 2012

The Insured Retirement Institute (IRI) today released a new report providing a 2013 outlook for the insured retirement industry. The forecast indicates that many of the trends and dynamics that marked 2012 will continue into the new year.

IRI Report: Most Consumers Lack Confidence in Covering Long-Term Care

Posted on November 29, 2012

The Insured Retirement Institute (IRI) today released a new research report that found that most consumers lack confidence in covering their long-term care costs in retirement and that already low confidence levels appear to diminish further with age.

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