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People

• Jessica Buchanan
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• Jamie Shepherdson
• Jane Mancini
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• Will Fuller
• Paula Nelson
• Graham Day
• Michael Sturm
• Katherine Dease
• Bob McGowan
• Katherine Roy
• Peter Landry
• Christina Loftus
• Paul Lucas
• Rebecca Plowman
• Jamie Ohl
• Michael Eustic
• 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
• Doug Brigman
• Jacob Armstrong
• Wayne Chopus
• Philip J. Pellegrino – Vice Chair
• Laura Pantaleo**
• Melissa Kivett
• Robert L. Jameison**
• Vacant
• Kevin Kennedy**
• Paula Nelson – Treasurer & Secretary
• Terri N. Fiedler – Chair
• John Kennedy – Immediate Past Chair
• Anna Hildreth
• Christina Brady
• Christine Leonhardt-Kimm
• Dan Zielinski
• Emily Micale
• Frank O’Connor
• Jason Berkowitz
• John Jennings
• Laura Dunn
• Lisa Myers
• Sarah Wood
• Paul Richman
• Shani Armon
• Tammy Turner
• Wayne Chopus
• Bryan Harmelink

Research

• Research Brief: Advisor Views on Client Goals, Concerns, & Preferences
• Industry Survey – Variance in Crediting Fixed Annuity Post-Mortem Interest
• Annuities Language Glossary
• Survey of Financial Advisors
• Research Brief: Evolving Retirement Expectations Among American Workers and Retirees
• 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
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• 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

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

• Jonathan Thomas
• Rhonda Wolverton
• Helene Rayder
• Ron Shurts
• Darryl Button
• Laura Prieskorn
• Ellen Cooper
• Michael Eustic
• Yogini Biswas
• Eric Steigerwalt
• Dylan Tyson
• Margaret Meister
• Allan Levine
• Anant Bhalla
• Will Fuller
• Kirt Walker
• Caroline Feeney
• Darryl Gibbs
• Dan Houston
• Roger Ferguson
• Rich Romano
• Esfand Dinshaw

News

• IRI RESEARCH FINDS CONSUMERS PRIORITIZE RETIREMENT INCOME AND ASSET PROTECTION MORE THAN GROWTH
• STATEMENT BY WAYNE CHOPUS, PRESIDENT AND CEO, INSURED RETIREMENT INSTITUTE REGARDING THE PROPOSED DEPARTMENT OF LABOR FIDUCIARY REGULATION
• IRI PROPOSES CHANGES TO NAIC ARTIFICIAL INTELLIGENCE MODEL BULLETIN
• Think Advisor Op-Ed: TIME FOR DOL TO STOP WORKING ON FIDUCIARY RULE
• INSURED RETIREMENT INSTITUTE WINS ADVOCACY “POWER OF A” GOLD AWARD
• IRI VISION – A DOWNPAYMENT TOWARD A BETTER ANNUITY EXPERIENCE
• IRI PUBLISHES BEST PRACTICES COMPENDIUM FOR EMBEDDING DEI IN HIRING PROCESS
• IRI VISION – EXPANDING THE SEARCH FOR TALENT
• IRI VISION: THE LOOMING RETIREMENT CRISIS: ARE WORKERS SAVING ENOUGH?
• IRI URGES WHITE HOUSE TO CONSIDER MORE RETIREMENT SECURITY MEASURES
• IRI: GENERATION X SHORT ON RETIREMENT SAVINGS, LONG ON EXPECTATIONS
• IRI ANNOUNCES CHANGES TO BOARD OF DIRECTORS, EXECUTIVE COMMITTEE
• IRI VISION: A FRICTIONLESS EXPERIENCE FOR TRANSACTING ANNUITIES
• IRI HOSTS CONGRESSIONAL FLY-IN
• IRI VISION: WASHINGTON’S FLY-IN SEASON
• HOUSE BILL TO IMPROVE ACCESS TO LIFETIME INCOME PRODUCTS IN DEFAULT RETIREMENT PLAN INVESTMENTS
• HOUSE PASSES SENIOR SECURITY ACT
• 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