IRI Updates

New IRI Research Provides Insight on Client-Advisor Discussions

Posted on March 25, 2014

IRI released new research findings that show investors are turning to financial advisors for retirement planning help. The survey provides a snapshot of these retirement planning conversations.

IRI Announces Inaugural Marketing Innovation Award Recipients

Posted on March 24, 2014

Nationwide Financial, Franklin Templeton Investments, Lincoln Financial Distributors and Prudential Financial’s Jac Herschler were recognized as the inaugural recipients of the IRI Marketing Innovation Award.

National Retirement Planning Week® 2014 Scheduled April 7 to 11

Posted on March 18, 2014

IRI announced that National Retirement Planning Week® 2014 will take place from April 7 to 11. Activities and events during the week will serve to promote comprehensive retirement planning.

IRI Investor Study Confirms Advisors Working in Clients’ Best Interest

Posted on March 13, 2014

IRI released a fact sheet containing new research confirming that the overwhelming majority of clients agree that their advisors are serving their best interests.

Help Promote Retirement Planning

Posted on March 10, 2014

Partner kits are now available for National Retirement Planning Week® 2014, which will take place April 7-11.

Tax Reform Discussion Draft Unveiled

Posted on February 26, 2014

IRI President and CEO Cathy Weatherford issued a statement after Rep. Dave Camp unveiled his tax reform discussion draft. In her statement, Weatherford noted the overlap between tax policy and retirement security in America.

Sen. Wyden Named Senate Finance Committee Chairman

Posted on February 13, 2014

IRI President and CEO Cathy Weatherford congratulated Sen. Wyden on his selection to the chairmanship of the Senate Finance Committee, and welcomed the opportunity to partner with him to advance retirement security in America.

IRI Provides Testimony on FIO Insurance Regulation Report

Posted on February 4, 2014

IRI provided testimony to a congressional subcommittee, offering its support for several recommendations – contained in a recently released report by the FIO – focused on increasing the uniformity and effectiveness of insurance regulation.

IRI Lauds Senate Passage of Insurance Licensing Reforms

Posted on January 30, 2014

IRI released the following statement from IRI President and CEO Cathy Weatherford after the Senate today voted 67-32 to pass NARAB II legislation. The legislation was contained within S. 1926, a bill related to the National Flood Insurance Program.

IRI Releases New Gen X Research

Posted on January 30, 2014

A new IRI research study on the retirement outlook for Generation X shows a decline in retirement confidence and savings among the cohort. GenXers reported that their median retirement savings have dropped 15 percent over the last two years.

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