Newsroom

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 Issues Second-Quarter 2017 Annuity Sales Report

Posted on September 8, 2017

Fixed Indexed Annuity Sales Jump, VA Ticks Up

IRI Submits New Data Exposing Detrimental Impact of DOL Fiduciary Rule

Posted on August 7, 2017

American Retirement Savers Adversely Impacted

IRI Urges for Preservation of Current Tax Treatment of Retirement Savings

Posted on July 27, 2017

Looks to Continue Providing Information to Congressional Leaders & Trump Administration

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 - Summer 2017

Posted on July 10, 2017

Retirement Environment Index The Retirement Environment Index from LPL Research is a holistic ranking of the attractiveness of each U.S. state as a retirement destination. This unique index looks s...

IRI Insight – Spring 2017

Posted on March 24, 2017

IRI overviews the results from its annual Baby Boomer research. Also in this issue, how you can empower your clients to determine their best interests, advantages of QLACs, and retirement milestones to follow.

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.