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People
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- Christopher Grady
- Dev Ganguly
- Melissa Buccilli
- Doug Brigman
- Jacob Armstrong
- Wayne Chopus
- Philip J. Pellegrino**
- Laura Pantaleo**
- Melissa Kivett**
- Robert L. Jameison**
- John Davis**
- Chris Adam
- Kevin Kennedy – Immediate Past Chair
- Paula Nelson – Treasurer & Secretary
- Terri N. Fiedler – Vice Chair
- John Kennedy – Chair
- Anna Hildreth
- Paul Richman
- Shani Armon
- Tammy Turner
- Audrey Shannon
- Wayne Chopus
- Bryan Harmelink
- Christina Brady
- Christine Leonhardt-Kimm
- Dan Zielinski
- Emily Micale
- Frank O’Connor
- Jason Berkowitz
- Jim Quinn
- John Jennings
- Laura Dunn
- Lisa Myers
- Sarah Wood
Research
- IRI ISSUES YEAR-END 2021 ANNUITY SALES REPORT
- 2022 Financial Advisor Survey
- Aligning Retirement Expectations with Financial Resources
- U.S. Annuity Markets 2021: Acclimating to Industry Trends and Changing Demand
- Broker-Dealer Perspectives on Digital Journey Mapping
- IRI Issues Third Quarter 2021 Annuity Sales Report
- IRI Fact Book 2021
- Retirement Readiness Among Older Workers 2021
- IRI Issues Second Quarter 2021 Annuity Sales Report
- IRI Issues First Quarter 2021 Annuity Sales Report
- State of the Insured Retirement Industry: 2020 Review & 2021 Outlook
- IRI Issues Fourth Quarter 2020 Annuity Sales Report
- U.S Annuity Markets 2020: A Decade of Adaptation
- IRI Fixed Indexed Annuity Survey
- IRI Issues Third Quarter 2020 Annuity Sales Report
- IRI Issues Second Quarter 2020 Annuity Sales Report
- IRI Fact Book 2020
- Dynamic Annuity Concentration Limits in Retirement Portfolios
- COVID-19 Shines Light on Retirement Readiness
- IRI Issues First Quarter 2020 Annuity Sales Report
- Allianz: 2020 Retirement Risk Readiness Study
- Putnam Investments: Bracing for a Slow Economic Recovery
- IRI Issues Fourth Quarter 2019 Annuity Sales Report
- Prudential: COVID-19 Survey
- MetLife: Evolving Retirement Model Study
- State of the Insured Retirement Industry: 2019 Review & 2020 Outlook
- T. Rowe Price: Comfortable with the Uncomfortable
- PIMCO: Seven Macro Themes for 2020
- Millennials & Retirement 2020
- IRI Issues Third Quarter 2019 Annuity Sales Report
- IRI Issues Second Quarter 2019 Annuity Sales Report
- IRI Issues First-Quarter 2019 Annuity Sales Report
- IRI Fact Book 2019, 18th Edition (Single-License Download)
- IRI Fact Book 2019, 18th Edition (Print)
- IRI Issues 2018 Fourth Quarter Annuity Sales Report
- Boomer Expectations for Retirement 2019
- 2019 IRI Annual Key Findings
- State of the Insured Retirement Industry: 2018 Review & 2019 Outlook
- IRI Issues 2018 Third Quarter Annuity Sales Report
- Retirement, Income, and Risk: 2nd Biennial Study on the American Retirement Experience
- T. Rowe Price: Where 401(k) Design and Corporate Profitability Cross Paths
- OneAmerica: Understanding and Achieving Participant Financial Wellness
- BlackRock: Global Investment Outlook – Q4 2018
- PIMCO: Monthly Market Update – October 2018
- Natixis: 2018 Global Retirement Index Report
- Federated: Weekly Update “I’ve Seen it Rainin’ Fire in the Sky”
- Prudential: Pioneering Workplace Financial Wellness
- TIAA: Timely Insights to Improve Retirement Outcomes
- Allianz Global Investors: Mid-Year Outlook – Be More Selective in the Second Half
- IRI Issues 2018 Second Quarter Annuity Sales Report
- Bank of America Merrill Lynch: 2018 Workplace Benefits Report
- T. Rowe Price: July 2018 Price Point – Global Technology
- American Century Investments: 2018 Q3 CIO Roundtable – The Normal Normal
- Charles Schwab: Young Adult Financial Literacy Study
- TIAA: Timely Insight to Improve Retirement Outcomes
- Morgan Stanley: Sustainable Signals – Asset Owners Embrace Sustainability
- Federated: It’s On
- Transamerica: 18th Annual Transamerica Retirement Survey
- Prudential Financial (PGIM Investments): 2018 Retirement Preparedness Survey
- T. Rowe Price: Reference Point (2018)
- BlackRock: Decumulation Challenges and Potential Solutions
- Allianz: 2018 Market Perceptions Study
- Morgan Stanley: Mid-year Outlook – Investors Face The End of Easy
- PIMCO: Key Takeaways From PIMCO’s Secular Outlook – Rude Awakenings
- Bank of America Merrill Lynch: Merrill Edge Report – Spring 2018
- IRI Issues First Quarter 2018 Annuity Sales Report
- AXA: Protection, Growth and Income – Helping Consumers Reach Retirement Goals
- Empower Institute (Great-West): Scoring the Progress of Retirement Savers
- Prudential: American Workers Survey
- Federated Investors: What’s Driving the Markets Today?
- Putnam Investments: Q2 2018 Capital Market Outlook
- IRI Fact Book 2018, 17th Edition (Single-License Download)
- Bank of America: 2018 Better Money Habits Millennial Report
- JP Morgan: Guide to the Markets – U.S. 2Q 2018
- BlackRock: Common Challenges, Diverging Paths – Winding Down and Building Up in Global Defined Benefit Pensions
- MFS: Live to Fight Another Day: Capital Preservation Is Key in Fixed Income Today
- Boomer Expectations for Retirement 2018
- Generation X and Retirement Readiness – They’re (Mostly) Doing it Wrong
- BlackRock: 2018 Defined Contribution Pulse Survey
- Goldman Sachs: Market Pulse – March 2018
- TIAA: Mechanisms Behind Retirement Saving Behavior – Evidence From Administrative and Survey Data
- Nationwide: Annual Nationwide Retirement Institute Survey
- PIMCO: Market Update February 2018 – Looking Past Volatility
- Health Savings Accounts: An Emerging Retirement Planning Strategy
- MFS: A Correction, Not a Likely Turning Point
- Federated Investors: Quarterly Outlook – 1st Quarter 2018
- Lincoln Financial: 2017 Lincoln Retirement Power Participant Study
- Prudential: Planning Your Retirement? Expect the Unexpected.
- Transamerica: LGBT – Retirement Preparations Amid Social Progress
- Cerulli – IRI: 2018 Annual Key Findings
- TIAA: New Evidence on the Demand for Advice Within Retirement Plans
- Transamerica: Wishful Thinking or Within Reach? Three Generations Prepare for “Retirement”
- Prudential: Closing the Retirement Income Gender Gap – The Opportunity is Now
- PIMCO: Cyclical Outlook, December 2017 – Peak Growth
- Goldman Sachs Asset Management: Market Plus – Special Edition 2018
- IRI Issues Third Quarter 2017 Annuity Sales Report
Advocacy
- Government Affairs Update
- Government Affairs Update
- Government Affairs Update
- Government Affairs Update
- Government Affairs Update
- Government Affairs Update
- Government Affairs Update
- Government Affairs Update
- Government Affairs Update
- Government Affairs Update
- Government Affairs Update
- Government Affairs Update
- Government Affairs Update
- Government Affairs Update
- Government Affairs Update
- Government Affairs Update December 20, 2021
- Government Affairs Update December 13, 2021
- Government Affairs Update December 6, 2021
- Government Affairs Update November 15, 2021
- Government Affairs Update November 8, 2021
- Government Affairs Update November 1, 2021
- Government Affairs Update October 25, 2021
- Government Affairs Update October 18, 2021
- Government Affairs Update October 11, 2021
- Government Affairs Update October 4, 2021
- Government Affairs Update September 27, 2021
- Government Affairs Update September 20, 2021
- Government Affairs Update September 13, 2021
- Government Affairs Update August 30, 2021
- Government Affairs Update August 16, 2021
- Government Affairs Update August 9, 2021
- Government Affairs Update August 5, 2021
- Government Affairs Update July 26, 2021
- Government Affairs Update July 19, 2021
- Government Affairs Update July 12, 2021
- Government Affairs Update June 28, 2021
- Government Affairs Update – June 21, 2021
- Government Affairs Update June 14, 2021
- Government Affairs Update June 7, 2021
- Government Affairs Update May 24, 2021
- Government Affairs Update: May 3, 2021
- Government Affairs Update April 26, 2021
- Government Affairs Update April 19, 2021
- Government Affairs Update April 12, 2021
- Government Affairs Update March 29, 2021
- Government Affairs Update March 22, 2021
- Government Affairs Update March 15, 2021
- Government Affairs Update March 8, 2021
- Government Affairs Update March 1, 2021
- Government Affairs Update February 22, 2021
- Government Affairs Update February 8, 2021
- Government Affairs Update February 1, 2021
- Government Affairs Update January 25, 2021
- Government Affairs Update January 11, 2021
Education
- Registered Index-Linked Annuities (RILA) – A Product Evolution Story
- Building a Generation-Resilient Business
- Tax-Efficient Retirement Income Program – Planning and Sequencing
- Tax-Efficient Retirement Income Program – Planning and Sequencing
- Making Compliant Rollover Recommendations
- The Growing Need for Long-Term Care Planning
- The New Retirement Savings Time Bomb
- Understanding and Planning for Long-Term Care
- Trends and Developments in Annuities-Information and Insights for Asset Managers
- Digital Sales Enablement for Carrier Annuity Wholesaling Teams
- Divorce, Disability, Death: Bringing Life’s 3-Ds into Focus
- Advice to Plans and IRAs: Who is a Fiduciary Now and What Steps Should Be Taken Before December 20?
- Fixed Indexed Annuities: Attributes and Applications
- Social Security
- Retirement 101: What Congress Can Do To Strengthen Retirement Security
- The Importance of Annuities Within an Integrated Financial Life
- The XX Factor – 2021
- Exploring PTE-84-24
- From Suitability to Best Interest: The Standard of Conduct Landscape in 2021
- Managing the Taxes on Your Retirement Income
- Investing with Purpose: Goals-Based Wealth Management
- Annuities, IRAs, and Rollovers: What’s Next from the DOL
- Variable Annuity & Variable Life (Rule 498A & Rule 30e-3) : What you need to know for website compliance
- Social Security – The Choice of a Lifetime
- IRI Quarterly Town Hall – December 2020
- Medicare: What you need to know when your clients ask for help
- IRI Federal Champion of Retirement Security Award & The 2020 Election – A Review of the Federal Results and Prognosis for the Future
- The Securing a Strong Retirement Act of 2020: How Will it Affect the Retirement Income Industry and the Clients They Serve?
- The 2020 Election- A Review of the State Results and Prognosis for the Future & The State Champion of Retirement Security Award Ceremony
- Operational Overdrive
- The XX Factor
- The Road to November 3: A 2020 Federal Election Preview
- The Digital Journey to an Efficient, Modern Customer Experience
- The 2020 Election: A Preview of the State Races
- Examining Ourselves and Our Industry
- Portfolio Strategies for a Challenging Environment
- Annuity Innovation in a Low Interest Rate Environment
- Improving the Investor Experience and Your Bottom Line: Understanding Rule 498A and Optimizing Your Implementation
- IRI Quarterly Town Hall – July 2020
- Planning for Health Care Costs in Retirement
- DOL’s New Proposed Fiduciary Advice Exemption
- The Value of e-Delivery & e-Signature Technology in a COVID and Post-COVID World
- Behavioral Guidance During Market Volatility
- Behavioral Finance: The Power of Behavior to Build Wealth + Health
- DOLs New E-Disclosure Safe Harbor Regulation
- SEC’s Regulation Best Interest and RIA Interpretation: Impact on Plan, Participants and Rollovers
- Bills & Bazookas: Making Sense of America’s Fiscal & Monetary Response to COVID-19
- Virtual Advisor Crash Course
- The Investment Implications of COVID-19: A Guide to the Markets
- IRI Town Hall Call – April 2020
- Building Confidence in Times of Crisis
- Fiduciary Safe Harbor for Selection of a Lifetime Income Provider: What the Law Says and What it Means
- COVID-19 Federal Legislation Overview
- Massachusetts Fiduciary Regulation
- Understanding the New NAIC Best Interest Rule
The Long View
News
- IRI ISSUES YEAR-END 2021 ANNUITY SALES REPORT
- IRI SURVEY FINDS NEED FOR IMPROVED “RETIREMENT IQ”
- HOUSE TO VOTE ON BIPARTISAN RETIREMENT SECURITY MEASURE TODAY
- IRI NAMES TWO NEW MEMBERS TO BOARD OF DIRECTORS
- IRI STUDY REVEALS TOMORROW’S RETIREES FEEL LESS FINANCIALLY SECURE THAN TODAY’S
- INSURED RETIREMENT INSTITUTE ANNOUNCES VIRTUAL CONGRESSIONAL FLY-IN
- IRI UNVEILS 2022 RETIREMENT SECURITY BLUEPRINT
- LOTTERY DREAMS and LIFETIME RETIREMENT INCOME
- NEW LEGISLATION WOULD ALLOW LIFETIME INCOME PRODUCTS AS DEFAULT RETIREMENT PLAN INVESTMENT
- IRI UNVEILS NEW LOGO AND NEW WEBSITE
- IRI GOVERNMENT AFFAIRS TEAM RECOGNIZED FOR EXCELLENCE
- INSIGHT DECEMBER 2021
- IRI STATEMENT ON WILLIAM BIRDTHISTLE NAMED DIRECTOR OF DIVISION OF INVESTMENT MANAGEMENT AT THE U.S. SECURITIES AND EXCHANGE COMMISSION
- STATEMENT BY WAYNE CHOPUS, PRESIDENT & CEO, ON THE LAUNCH OF THE COALITION FOR EQUITY IN WHOLESALING
- IRI ANNOUNCES 2021 FEDERAL CHAMPION OF RETIREMENT SECURITY AWARD RECIPIENTS
- ANNUITIES CAN PROTECT RETIREMENT PORTFOLIOS WHILE DELIVERING PROTECTED INCOME
- NEW BIPARTISAN RETIREMENT LEGISLATION INTRODUCED
- RETIREMENT PRODUCT INNOVATION BILL INTRODUCED IN SENATE
- IRI ISSUES SECOND QUARTER 2021 ANNUITY SALES REPORT
- STATES CONTINUE TO ADOPT NAIC BEST INTEREST MODEL REGULATION
- HOUSE LEGISLATION TO ADD RETIREMENT PLANNING TO FEDERAL STUDENT LOAN RECIPIENTS’ FINANCIAL LITERACY COUNSELING PROGRAM
- Insight October 2021
- INFLATION POWERS LARGEST SOCIAL SECURITY BENEFITS BOOST SINCE 1982
- IRI ANNOUNCES RESULTS OF 2021 BOARD OF DIRECTORS ELECTIONS
- IRI NAMES NEW MEMBERS TO BOARD OF DIRECTORS
- IRI CELEBRATES 30TH ANNIVERSARY AT ANNUAL CONFERENCE
- IRI ANNUAL CONFERENCE TO OFFER PERSPECTIVES ON MAJOR ISSUES AFFECTING INSURED RETIREMENT INDUSTRY
- HOUSE COMMITTEE CONSIDERS WORKPLACE RETIREMENT PLAN MEASURE
- Insight August 2021
- IRI SURVEY SHOWS WORKERS NEED IMPROVED RETIREMENT SAVING HABITS AND MORE REALISTIC RETIREMENT EXPECTATIONS WHILE VALUING PROTECTED LIFETIME INCOME
- IRI STATEMENT ON THE RETIREMENT OF REP. RON KIND
- IRI CHEERS INTRODUCTION OF ELDER JUSTICE LEGISLATION
- INSURED RETIREMENT INSTITUTE WINS “POWER OF A” AWARD FOR ADVOCACY
- LEGISLATION INTRODUCED TO ENCOURAGE RETIREMENT PRODUCT INNOVATION
- SENATE HEARING EXAMINES HOW CONGRESS CAN ADDRESS RETIREMENT ANXIETY
- Insight June 2021
- IRI, ACLI TO FINRA: WE SUPPORT GOAL OF IDENTIFYING, REMOVING BARRIERS TO DIVERSITY IN BROKER-DEALER COMMUNITY
- IRI NAMES TWO NEW MEMBERS TO BOARD OF DIRECTORS
- HOUSE COMMITTEE HEARING TO DISCUSS RETIREMENT SECURITY ISSUES
- IRI ISSUES FIRST QUARTER 2021 ANNUITY SALES REPORT
- IRI STATE OF THE INDUSTRY REPORT
- IRI SUPPORTS CARDIN-PORTMAN RETIREMENT LEGISLATION
- SENATE RETIREMENT LEGISLATION INTRODUCED
- Insight May 2021
- SENATE COMMITTEE HEARING EXPLORES RETIREMENT SECURITY MEASURES
- IRI ISSUES FOURTH QUARTER 2020 ANNUITY SALES REPORT
- HOUSE COMMITTEE TO VOTE ON BIPARTISAN RETIREMENT LEGISLATION
- IRI URGES BIDEN ADMINISTRATION, CONGRESS TO INCLUDE RETIREMENT SECURITY MEASURES IN AMERICAN FAMILIES PLAN
- IRI SUPPORTS AMERICAN INFRASTRUCTURE BONDS ACT
- IRI CONFERENCE ZEROES IN ON INDUSTRY ISSUES, CHALLENGES, AND OPPORTUNITIES IN 2021
- IRI CONGRATULATES GARY GENSLER ON CONFIRMATION AS SEC CHAIR
- Insight April 2021
- IRI CONGRATULATES MARTIN J. WALSH ON CONFIRMATION AS LABOR SECRETARY
- IRI ANNOUNCES SPRING VIRTUAL CONFERENCE
- IRI ANNOUNCES NEW BOARD OF DIRECTORS OFFICERS, MEMBERS
- IRI SUPPORTS DEPARTMENT OF LABOR NON-ENFORCEMENT POLICY FOR ESG RULE
- INSURED RETIREMENT INSTITUTE’S CAPITOL HILL VIRTUAL FLY-IN THIS WEEK
- Insight March 2021
- IRI ANNOUNCES 2021 FEDERAL RETIREMENT SECURITY BLUEPRINT
- IRI ANNOUNCES NEW BOARD CHAIR
- IRI STATEMENT ON THE U.S. DEPARTMENT OF LABOR’S PROHIBITED TRANSACTION EXEMPTION FOR INVESTMENT ADVICE PROFESSIONALS
- Insight January 2021
- IRI CONGRATULATES DR. JANET YELLEN ON CONFIRMATION AS TREASURY SECRETARY
- STATEMENT OF THE INSURED RETIREMENT INSTITUTE REGARDING SEN. ROB PORTMAN RETIREMENT ANNOUNCEMENT