Retirement Industry Research | Insured Retirement Institute

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.

September 11, 2023

Research Brief: Advisor Views on Client Goals, Concerns, & Preferences

Annuities are capable of truly insuring against market losses and longevity risk, and IRI’s survey…

September 6, 2023

Industry Survey – Variance in Crediting Fixed Annuity Post-Mortem Interest

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.

September 5, 2023

Annuities Language Glossary

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.

August 17, 2023

Survey of Financial Advisors

IRI’s most recent survey of financial advisors focuses on client goals, concerns, and investment preferences.

July 7, 2023

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.

May 4, 2023

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.

March 31, 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.

February 15, 2023

2023 Financial Advisor Survey

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.

September 28, 2022

IRI Fact Book 2022

The IRI Fact Book 2022 features the most reliable, comprehensive data and research on insured retirement strategies, including fixed and variable annuities.

Research