IRI Updates

IRI Applauds House Passage of Resolutions Revoking ERISA Safe-Harbors for States and Cities

Posted on February 16, 2017

The Insured Retirement Institute (IRI) today issued a statement from IRI President and CEO Cathy Weatherford in response to the US House of Representatives’ vote on H.J. Res. 66 and H.J. Res. 67.

Co-Plaintiff Statement on Court Ruling Upholding the DOL’s Fiduciary Rule

Posted on February 9, 2017

The IRI and its Co-Plaintiffs issued the following statement in response to the Judge's ruling on the DOL case.

New Book Shares Inspiring Stories of Women Overcoming Financial Challenges

Posted on January 10, 2017

IRI President and CEO Cathy Weatherford’s new book, “Women and Wealth: Inspiring Stories from Real Women on the Path to Financial Success,” is now available to download for free at

Bill Introduced to Delay DOL Fiduciary Rule (External Link)

Posted on January 6, 2017

IRI’s Cathy Weatherford praised a new bill to delay the DOL fiduciary rule. She noted long-standing concerns about the rule and its harmful impact on retirement savers. She said a delay will provide more time to policymakers to reevaluate the rule.

Holistic Retirement Planning on the Horizon

Posted on December 20, 2016

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.

New IRA Tool Announced by IRI and Fiduciary Benchmarks

Posted on December 19, 2016

IRI and Fiduciary Benchmarks announced a new IRA tool for financial advisors to gather and evaluate client information to recommend retirement products and services that are in the client’s best interest.

IRI Issues Third-Quarter 2016 Annuity Sales Report

Posted on December 13, 2016

IRI announced final third-quarter 2016 sales results for the U.S. annuity industry. Industry-wide annuity sales in the third quarter of 2016 totaled $51.3 billion. Fixed annuity sales reached $26 billion, while VA sales were nearly $25.4 billion.

IRI Honors NAIC President John Huff

Posted on December 12, 2016

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.

Andrew Puzder Named Next Secretary of Labor

Posted on December 9, 2016

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 Honored by InvestmentNews

Posted on November 21, 2016

IRI announced that IRI President and CEO Cathy Weatherford has been honored by InvestmentNews as one of its “Women to Watch” for 2016. The InvestmentNews award honors females in the industry who exemplify the definition of true leaders and role models.