Research Brief: Evolving Retirement Expectations Among American Workers and Retirees
Evolving Retirement Expectations Among American Workers and Retirees is an IRI research brief on generational differences in retirement readiness and expectations, and preferences for investment vehicles and features.
State of the Insured Retirement Industry: 2022 Review & 2023 Outlook
IRI’s annual report on annuity market data, operations and technology, and regulatory and legislative trends in 2022, and notable themes emerging in 2023.
The Retirement Saving and Income Handbook
The Handbook is a basic guide to commonly available annuities and non-annuity alternatives. It provides basic information about the structure, benefits, and limitations of each solution, combined with visual representations of the mechanics of each solution and a robust glossary of key terminology.
State of the Insured Retirement Industry: 2021 Review & 2022 Outlook
The report covers trends and significant events over the past year and explores themes likely to emerge in 2022.
U.S. Annuity Markets 2021: Acclimating to Industry Trends and Changing Demand
This annual report produced in partnership with Cerulli Associates explores insurance companies’ expectations for future growth, perception of opportunities across annuity product types, distribution strategies, and obstacles to be overcome.
Retirement Readiness Among Older Workers 2021
This report provides important statistics regarding the retirement savings behaviors, retirement preparation steps, retirement expectations, and retirement investment preferences of American workers.
State of the Insured Retirement Industry: 2020 Review & 2021 Outlook
The report covers trends and significant events over the past year and explores themes likely to emerge in 2021.
U.S Annuity Markets 2020: A Decade of Adaptation
U.S Annuity Markets 2020: A Decade of Adaptation is a joint research effort of IRI and Cerulli and the 14th report in an annual series.
IRI Fixed Indexed Annuity Survey
IRI surveyed over 250 financial advisors to gain insight into their use of annuities and annuity-based solutions, particularly fixed indexed annuities (FIAs) and registered index-linked annuities (RILAs).
Dynamic Annuity Concentration Limits in Retirement Portfolios
IRI position paper proposing a framework for distributor supervisory staff to evaluate annuity concentrations in…