Your source for the latest news from IRI on retirement research, industry trends, and public policy issues affecting the insured retirement marketplace.

News Releases View All

Court Strikes Down DOL Fiduciary Rule, Finds in Favor of Plaintiffs

Posted on March 15, 2018

Court Strikes Down DOL Fiduciary Rule, Finds in Favor of Plaintiffs  WASHINGTON, D.C. – The U.S. Chamber of Commerce, Financial Services Institute, Financial Services Roundtable, ...

House Bill Offers Common-sense Measures to Help Americans Save

Posted on March 15, 2018

Bill Increases Access to Retirement Plans & Lifetime Income

IRI Applauds Senate Passage of Bill Protecting Older Investors from Financial Abuse

Posted on March 14, 2018

IRI Urges the House to Act Expeditiously to Provide Protections to Seniors

Cathy's Corner View All

Top Ten Findings from IRI’s New Research on Retirees

Much of the available research on retirement focuses on those who are still in the planning stages. But what about those in retirement, and what lessons from their experiences can help shape and improve the retirement outlook for future generations?

Honoring All Grandparents

The air is changing in Washington. The sticky summer heat that engulfs you the second you step outside in the morning has now been replaced with the crisp, bright air of fall. And we know what that...

Happy Birthday, Social Security!

It’s striking to consider the impact Social Security has had on retirement security since the program was enacted 81 years ago. But today Americans may be over relying on it to fund their retirement years.

Blog View All

Long-term planning for your client and your practice

Posted on November 17, 2016 by Joe Biloon, CFP®, AEP®

Research shows that long-term care expenses can deplete client resources two to three times faster than intended. This month is Long-term Care Awareness Month and an opportune time for advisors to engage clients about long-term care solutions.

The Value of Expert Advice in a ‘DIY’ World

In today’s do-it-yourself (DIY) world, Americans can find answers to pretty much any question on their own with a simple Internet search. How do I repaint my living room?

Social Security is a Critical Retirement Asset and When to Claim It Can Make a Big Difference

The occasion of National Retirement Planning Week offers an opportunity to reflect on two of the most important questions in retirement planning: when to stop working and when to take Social Security.

IRI Insight View All

IRI Insight – Spring 2018

Posted on March 15, 2018

All historic eras must come to an end, and at IRI we’re coming the end of a great one, and the start of a new one. In this issue of Insight, IRI’s CEO Cathy Weatherford reflects on the ...

IRI Insight – Winter 2017-18

Posted on December 14, 2017

Annuities have had their share of detractors over the years. In fact, you may have seen disparaging advertising. But is such criticism warranted?

IRI Insight – Fall 2017

Posted on September 28, 2017

If you had to guess which age group uses digital technology the least, you’d probably say baby boomers, and you’d be right. So it might surprise you...

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