Where Members Work Together for Industry Growth and Standards

Insured Retirement Institute Standing Committees assist the organization in the development of essential priorities and programs to continually improve the insured retirement industry overall. Each committee meets approximately three times each year and remains active throughout the year through meetings, teleconferences, emails, and mailings. IRI members can become active members of more than one committee.

How Do I Join?

It's easy. Simply complete a brief online form to apply for active membership in the committee(s) of your choice. Or contact IRI at (202) 469-3008.

Asset Managers Committee serves as a voice for asset manager members of IRI. The committee works collaboratively with distributor and insurer members to strengthen and expand the overall health and growth of the insured retirement industry.  The Asset Managers Committee provides thought leadership and guidance to the IRI Board of Directors, membership and staff, from the asset manager perspective, in the development and expansion of the association and the insured retirement industry.

Marketing Committee engages key industry marketing leaders in enhancing and evolving IRI’s reach and exposure across the financial services industry.  This includes increasing IRI program adoption and awareness in member firms and developing new programs and services to continue to attract and retain members.

Member Services Committee advises and assists the IRI Board of Directors and staff to engage, expand, and retain its membership base.  Through member outreach, the Committee will enable the association to meet its membership and financial goals and objectives as set forth by the IRI Board.  The Committee also identifies and communicates the value provided by IRI to members and prospective members.

Operations and Technology Committee is made up of members whose primary focus is within the insured retirement operations or technology segment of their organization.  The group is composed of Carriers, Broker-Dealers/Distributors, Solution Providers and Service Providers.  The purpose of this committee is to communicate work being done by the Senior Steering Committee and various Working Groups.

Public Relations Committee improves and enhances the brand of insured retirement strategies through earned media in top-tier publications that reach multiple core audiences.  The Committee works to become a “first phone call resource” for the media and IRI members for both positive media and crisis management issues.  The Committee also works to broaden the awareness and increase the understanding of insured retirement strategies among broker/dealers and financial advisors, and to lead the industry on the utilization of new media in the promotion of insured retirement strategies, positioning IRI as a social networking thought leader.

Research Committee is designed to exponentially expand IRI’s offerings of expert analysis of data and information and to create new proprietary projects to significantly increase IRI’s market share within the retirement income thought leadership space.

Retirement Income Committee exists to educate and demonstrate how the full spectrum of retirement income solutions available today can help create true retirement security.  The Committee is working to create an IRI industry clearinghouse for information/studies related to the topic of retirement income and to identify the challenges to broader adoption of retirement income strategies and facilitate constructive industry dialogue around potential solutions.

Retirement Plans and Tax Regulatory and Advocacy Committee provides a forum for developing an industry consensus on proposals and issues pending before Congress, DOL, Treasury and NAIC/state insurance regulators on issues relating to the regulation of annuities and other guaranteed lifetime income products under ERISA and the Internal Revenue Code.  The Committee also assists IRI staff in its efforts to advocate for industry positions and priorities on such proposals and issues.

Securities Regulatory and Advocacy Committee provides a forum for developing an industry consensus on proposals and issues pending before Congress, SEC, FINRA and NASAA/state securities regulators on issues relating to the regulation of annuities and other guaranteed lifetime income products under federal and state securities laws.  The Committee also assists IRI staff in its efforts to advocate for industry positions and priorities on such proposals and issues.

State Affairs Committee provides a forum for developing an industry consensus on proposals and issues pending before the National Association of Insurance Commissioners (NAIC), National Conference of Insurance Legislatures (NCOIL), state legislative bodies and state regulatory agencies. The Committee works to: identify state specific barriers to product innovation and distribution that are not in the best interests of consumers and to formulate action plans to eliminate these barriers; identify market conduct examination practices relating to the sales of annuities that are inconsistent with existing laws or reasonable industry practices, and take steps to reverse those practices or standards; identify unnecessary, overly burdensome, and non-uniform agent licensing and continuing education/training requirements; and identify other initiatives that would be beneficial to the industry and consumers and to develop action plans to advance those initiatives.

Committees