Retirement Industry Research and Resources
Find relevant resources you need with IRI's research materials, including exclusive research for members, access to partnered research and industry sales data, and the Factbook - our industry's go-to resource book.
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Recent research IRI conducted with financial advisors summarizes and highlight responses to survey questions on financial advisors’ awareness, usage, views, and preferences regarding Fixed Indexed Annuities (FIAs), Multi-year Guarantee Annuities (MYGAs), and Registered Index-linked Annuities (RILAs).
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.
IRI interviewed IT leaders and influencers at four broker-dealer companies to understand their views of the digital transformation underway and what trends they see coming.
This report provides important statistics regarding the retirement savings behaviors, retirement preparation steps, retirement expectations, and retirement investment preferences of American workers.