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People
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- Christina Loftus
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- Jamie Ohl
- Michael Eustic
- A. Roger Marinzoli
- Corey J. Walther
- Joseph Toledano
- Todd Taylor
- Wes Severin
- Joe Schultz
- John Schobel
- Steve Scanlon
- Sri Reddy
- Robert Pettman**
- Joe Neary
- Bill Lowe
- Myles Lambert
- Eric Henderson
- Marci Green
- Christopher Grady
- Dev Ganguly
- Melissa Buccilli
- Doug Brigman
- Jacob Armstrong
- Wayne Chopus
- Philip J. Pellegrino – Vice Chair
- Laura Pantaleo**
- Robert L. Jameison**
- Vacant
- Kevin Kennedy**
- Paula Nelson – Treasurer & Secretary
- Terri N. Fiedler – Chair
- John Kennedy – Immediate Past Chair
- Anna Hildreth
- Paul Richman
- Shani Armon
- Tammy Turner
- Wayne Chopus
- Bryan Harmelink
- Christina Brady
- Christine Leonhardt-Kimm
- Dan Zielinski
- Emily Micale
- Frank O’Connor
- Jason Berkowitz
- John Jennings
- Laura Dunn
- Lisa Myers
- Sarah Wood
Research
- State of the Insured Retirement Industry: 2022 Review & 2023 Outlook
- The Retirement Saving and Income Handbook
- 2023 Financial Advisor Survey
- IRI Fact Book 2022
- 2022 Wholesaler Racial Diversity Survey
- State of the Insured Retirement Industry: 2021 Review & 2022 Outlook
- 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
- IRI Issues Fourth Quarter 2019 Annuity Sales Report
- State of the Insured Retirement Industry: 2019 Review & 2020 Outlook
- Millennials & Retirement 2020
- IRI Issues Third Quarter 2019 Annuity Sales Report
- IRI Issues Second Quarter 2019 Annuity Sales Report
- Improving Financial Outcomes and Client Confidence
- 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
- IRI Issues 2018 Second Quarter Annuity Sales Report
- IRI Issues First Quarter 2018 Annuity Sales Report
- AXA: Protection, Growth and Income – Helping Consumers Reach Retirement Goals
- IRI Fact Book 2018, 17th Edition (Single-License Download)
- Boomer Expectations for Retirement 2018
- Generation X and Retirement Readiness – They’re (Mostly) Doing it Wrong
- Health Savings Accounts: An Emerging Retirement Planning Strategy
- Cerulli – IRI: 2018 Annual Key Findings
- IRI Issues Third Quarter 2017 Annuity Sales Report
Advocacy
- Government Affairs Update
- Government Affairs Update
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- 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
Education
- Retirement Security Reform Part II – Unpacking SECURE 2.0
- The Road to November 8
- RISA Profile – Learn Your Clients True Retirement Style
- Changes Ahead – IRS Surprises with RMD Interpretation
- Social Security
- 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
- HOUSE COMMITTEE PASSES RETIREMENT FAIRNESS FOR CHARITIES AND EDUCATIONAL INSTITUTIONS ACT
- FINANCIAL ALLIANCE FOR RACIAL EQUITY NAMES IRI’s SHANI ARMON TO BOARD OF DIRECTORS
- IRI VISION: PROTECTING VULNERABLE RETIREES
- SEC PROPOSAL WOULD CREATE NEW BARRIER TO ANNUITY ACCESS FOR RIA CLIENTS
- IRI STATEMENT ON SENATOR BEN CARDIN’S RETIREMENT ANNOUNCEMENT
- CHOPUS, RICHMAN AMONG 500 MOST INFLUENTIAL PEOPLE SHAPING POLICY
- HOUSE LEGISLATION TO PROVIDE INVESTMENT CHOICE PARITY FOR RETIREMENT PLANS SERVING TEACHERS, HOSPITAL WORKERS, CLERGY, AND NON-PROFIT EMPLOYEES
- IRI VISION: EMPOWERING FINANCIAL INDEPENDENCE
- IRI SUPPORTS MEASURE TO BOLSTER FRAUD PROTECTIONS FOR SENIOR CITIZENS
- IRI VISION: A HELPING HAND(BOOK) TO UNDERSTAND ANNUITIES
- IRI RELEASES NEW RETIREMENT SAVINGS AND INCOME HANDBOOK
- IRI URGES NAIC WORKING GROUP TO DEVELOP GUIDANCE TO UPDATE INSURANCE REGULATIONS TO ALLOW ELECTRONIC TRANSACTION PROCESSES
- IRI VISION: ENERGIZING WOMEN LEADERS
- IRI SUPPORTS THE TROOPS WITH CONFERENCE COMMUNITY EVENT
- IRI ANNOUNCES LEADERSHIP AND CHAIRMAN AWARD RECIPIENTS
- IRI HONORS SAMMONS’ BILL LOWE AS CHAMPION OF RETIREMENT SECURITY
- IRI’S 2023 ANNUAL CONFERENCE OPENS TO RECORD ATTENDANCE AND SPONSORSHIP
- IRI VISION: MAKE RETIREMENT MORE “SECURE”
- IRI VISION: ESG IS A-OK
- IRI VISION: COURTS REFUSE TO “ROLLOVER” ON DOL FIDUCIARY RULE
- HOUSE PASSES ELECTRONIC NOTARIZATION LEGISLATION
- IRI UNVEILS 2023 RETIREMENT SECURITY BLUEPRINT
- IRI ANNOUNCES NEW TASK FORCE TO ENHANCE FINANCIAL PROFESSIONALS’ DIGITAL EXPERIENCE ACROSS THE ANNUITY LIFECYCLE
- IRI VISION: SEC SWINGS AND MISSES
- COMPLIANCE WITH PROPOSED SWING PRICING/HARD CLOSE RULE “SIMPLY NOT POSSIBLE”
- HOUSE PASSES BILL TO PROTECT VULNERABLE AMERICANS FROM FINANCIAL EXPLOITATION
- IRI VISION: LEADING BY EXAMPLE
- IRI ANNOUNCES CHANGES TO BOARD DIRECTORS
- WELCOME TO IRI VISION
- CONGRESS PASSES MAJOR RETIREMENT SECURITY MEASURE
- “ONE STEP CLOSER”
- 14 IRI-ADVOCATED PROVISIONS INCLUDED IN SECURE 2.0 LEGISLATION
- STATEMENT OF THE INSURED RETIREMENT INSTITUTE ON THE INCLUSION OF SECURE 2.0 PROVISIONS IN OMNIBUS APPROPRIATIONS LEGISLATION
- IRI STATEMENT ON SEN. ROB PORTMAN’S FAREWELL SENATE ADDRESS
- IRI ANNOUNCES 2022 FEDERAL CHAMPION OF RETIREMENT SECURITY AWARD RECIPIENTS
- REGISTRATION OPEN FOR IRI’S 2023 ANNUAL CONFERENCE
- GEORGIA, WYOMING CLOSING IN ON BEST INTEREST STANDARD
- STATEMENT OF THE INSURED RETIREMENT INSTITUTE ON THE U.S. DEPARTMENT OF LABOR’S FINAL ESG RULE
- IRI NAMES KATHERINE DEASE AS CHIEF TECHNOLOGY AND INNOVATION OFFICER
- HIGHER COST OF LIVING DRIVES HIKE IN SOCIAL SECURITY BENEFITS FOR 2023
- HOW IRI IS HELPING REDUCE THE ANXIETY AROUND RETIREMENT
- IRI ELECTS NEW BOARD CHAIR, VICE CHAIR
- IRI CONGRATULATES LISA GOMEZ ON CONFIRMATION AS ASSISTANT SECRETARY OF LABOR
- STATEMENT OF THE INSURED RETIREMENT INSTITUTE ON THE PASSING OF REP. JACKIE WALORSKI
- STATEMENT BY WAYNE CHOPUS, IRI PRESIDENT & CEO
- STATEMENT BY WAYNE CHOPUS, IRI PRESIDENT & CEO
- HOUSE PASSES SAFE BANKING ACT
- IRI URGES CONGRESS TO FUND SEC’S REGULATION BEST INTEREST OVERSIGHT
- SENATE FINANCE COMMITTEE UNANIMOUSLY APPROVES RETIREMENT MEASURE
- IRI STATEMENT ON SENATE CONFIRMATION OF JAIME LIZÁRRAGA AND MARK UYEDA TO THE U.S. SECURITIES AND EXCHANGE COMMISSION
- SENATE COMMITTEE PASSES RETIREMENT SECURITY MEASURE
- IRI ANNOUNCES FOUR NEW MEMBERS OF BOARD OF DIRECTORS
- IRI SAYS PROPOSED SENATE RETIREMENT LEGISLATION IS “ANOTHER STEP FORWARD”
- IRI URGES COMMITTEE TO PASS ELECTRONIC NOTARIZATION LEGISLATION
- IRI HONORS GLOBAL ATLANTIC’S PAULA NELSON AS CHAMPION OF RETIREMENT SECURITY
- IRI CEO: “I AM OPTIMISTIC FOR OUR INDUSTRY’S FUTURE”
- 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