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

IRI Honors Marketing Innovation in the Retirement Income Industry

Posted on March 21, 2017

AIG, AXA, Global Atlantic Financial Group, Legg Mason, and Nationwide Financial’s Craig Rudesill presented with IRI Marketing Innovation Awards

IRI Announces 2017 Public Policy Priorities to Advance Retirement Security

Posted on February 27, 2017

Agenda Built on Principle of Protecting and Expanding Access for Retirement Savers

Co-Plaintiff Statement on Appeal Filed in Legal Challenge to Department of Labor Rule that Prevents Financial Professionals from Best Ser...

Posted on February 24, 2017

Notice of Appeal Filed in Legal Challenge to Department of Labor Rule that Prevents Financial Professionals from Best Serving Retirement Savers WASHINGTON, D.C., February 24, 2017 – The U.S. ...

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 – Winter 2016-17

Posted on December 20, 2016

Industry executives discuss the future of advice. Also in this issue, the elements of a holistic retirement plan, DOL fiduciary rule compliance deadline approaching, helping clients get organized in 2017, longevity planning and more.

IRI Insight – Fall 2016

Posted on September 23, 2016

Market strategists provide their perspectives on Brexit. Also in this issue, guiding clients through uncertainty, addressing advisors’ most pressing DOL fiduciary rule questions, the first Baby Boomers reach the critical RMD age of 70 ½, and more.

IRI Insight - Summer 2016

Posted on June 3, 2016

ERISA experts break down what advisors should know about the final rule. Also in this issue, strategies to boost Boomers’ confidence, helping clients navigate the cost of college, Franklin Templeton’s 2016 RISE results, and new tools for advisors.