Retirement & Annuity Industry Research
IRI posts several research and education-oriented publications to the membership each year. These include annual scheduled reports like the IRI Retirement Fact Book and State of the Insured Retirement Industry, quarterly reports of annuity market data, topical research on consumers, advisors and annuities, and sponsored research created in partnership with IRI member firms.
You can view all IRI’s recent research reports below or use the filter to look at research by category and publication dates.
The IRI Retirement Fact Book 2023 is the definitive guide for the retirement income industry and the go-to resource for financial professionals and public policymakers.
IRI in partnership with the National Association for Fixed Annuities (NAFA) conducted an industry survey to collect information related to how the industry handles the payment of contractual interest and post-mortem interest (PMI) during the death claim process.
The Alliance for Lifetime Income annuities glossary for consumers is a collection of terms and definitions intended to help simplify and demystify some of the language used when describing annuities.
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.
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 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.
The 2023 report on financial advisors summarizes and highlights responses to survey questions on advisors’ views and preferences regarding Variable Annuities (VAs), Fixed Indexed Annuities (FIAs), Fixed Annuities (FAs), Registered Index-linked Annuities (RILAs), and fee-based annuities.