A new IRI report forecasts that more advisors will embrace holistic retirement planning with a focus on income-generating strategies, as they try to address strong demand for lifetime income while adding value to the client-advisor relationship.
IRI honored Missouri Insurance Director and NAIC President John Huff this weekend as the 2016 recipient of IRI’s State Champion of Retirement Security Award. Huff was honored for his efforts to promote retirement planning.
IRI issued a statement from IRI President and CEO Cathy Weatherford after Andrew Puzder, the CEO of CKE Restaurants, was announced yesterday as President-elect Donald Trump’s nominee for Secretary of Labor.
IRI President and CEO Cathy Weatherford applauded yesterday’s introduction of the Retirement Enhancement and Savings Act in the Senate. The bill would expand MEPs and increase access to lifetime income strategies.
IRI honored Rep. Phil Roe, Rep. John Larson and Mark Iwry, a senior Treasury official, as 2016 recipients of IRI’s Champion of Retirement Security Awards. The awards recognize leaders who support and advance policies that enhance retirement security.
IRI issued a statement reflecting on the national election and urging policymakers to support bipartisan solutions to enhance retirement security in the United States. IRI put forth a revised version of its 2016 retirement security policy agenda.
IRI will host a luncheon to honor the 2016 recipients of IRI’s Champion of Retirement Security awards. Following the awards presentation, IRI will convene a panel discussion on efforts to enhance retirement security in the United States.
announced its plans to unveil training platforms designed to help financial professionals and home office personnel comply with the Department of Labor’s (DOL) fiduciary rule. IRI is partnering with RegEd, Inc. on this training initiative.
IRI President and CEO Cathy Weatherford issued a statement commending Chairman Orrin Hatch and Ranking Member Ron Wyden after the Senate Finance Committee unanimously voted to advance the Retirement Enhancement and Savings Act.
IRI and Milliman announced that they will conduct a survey of compensation practices to support efforts by financial services firms and financial professionals to comply with the reasonable compensation standard under the DOL fiduciary rule.