IRI Updates

December 2013 of the IRI Insight Now Available

Posted on December 2, 2013

The December issue explores retirement planning with Deferred Income Annuities (DIAs), new rules for inherited annuities, and alternative investments. The issue also features year-end tax planning ...

New IRI Research: Same-Sex Couples Require Financial Planning Assistance

Posted on November 19, 2013

IRI released new research results providing a first look at same-sex couples’ retirement planning attitudes and behaviors in the wake of the Supreme Court’s decision striking down Section 3 of the federal Defense of Marriage Act.

IRI and Coalition Partners Launch Campaign to Preserve Retirement Savings Incentives

Posted on November 7, 2013

IRI and its partners, through the Coalition to Protect Retirement, launched a campaign to preserve current tax incentives for retirement savings. The group also released new research findings.

Developing a Meaningful Client-Advisor Relationship

Build trust with clients by taking a holistic approach to retirement planning by discussing these five topics.

IRI Issues Statement on Fiduciary Standards Initiatives

Posted on October 30, 2013

IRI released a statement from IRI President and CEO Cathy Weatherford following yesterday's passage by the U.S. House of Representatives of the Retail Investor Protection Act.

Watch Industry Perspectives

Posted on October 17, 2013

Forethought Financial Group President and CEO John Graf discusses the state of the industry and Forethought's entrance into the market with IRI President and CEO Cathy Weatherford.

Update from IRI: President Signs Legislation Lifting Debt Ceiling; Shutdown Ends

Posted on October 17, 2013

President Obama signed bipartisan legislation this morning to lift the debt ceiling. The bill extends U.S. borrowing authority until February 7. With a compromise in place, the federal government is now reopened.

Nationwide’s John Carter Named New Chairman of the IRI Board

Posted on September 25, 2013

IRI announced the election of John Carter as the new Chairman of the IRI Board of Directors. IRI also announced the election and re-election of Board members as well as the election of officers and Executive Committee members.

IRI Research to Explore Retirement Needs of Same-Sex Couples

Posted on September 24, 2013

IRI announced a new research initiative that will explore the retirement needs of same-sex couples. IRI's focus on this market was heightened by the U.S. Supreme Court's decision in United States v. Windsor.

IRI Hall of Fame Welcomes Three New Members

Posted on September 23, 2013

IRI honored three retirement income professionals for their leadership, vision and contributions to the industry and IRI. Jana W. Greer, Jane M. Mancini, and James A. Shepherdson were inducted into the IRI Hall of Fame.