IRI Updates

IRI Issues Fourth-Quarter 2016 Annuity Sales Report

Posted on March 30, 2017

The Insured Retirement Institute (IRI) today announced final fourth-quarter and full-year 2016 sales results for the U.S. annuity industry, based on data reported by Beacon Research and Morningstar...

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 Public Policy Priorities to Advance Retirement Security

Posted on February 27, 2017

The Insured Retirement Institute (IRI) today released its 2017 Retirement Security Blueprint. The Blueprint is built upon common sense, bipartisan policies designed to help Americans achieve a secure and dignified retirement.

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

The U.S. Chamber of Commerce, Financial Services Institute, Financial Services Roundtable, Insured Retirement Institute, and Securities Industry and Financial Markets Association (Co-Plaintiffs) is...

Law School Dean Nominated by President Trump to Serve in Cabinet-Level Post

Posted on February 23, 2017

The Insured Retirement Institute (IRI) today issued a statement from IRI President and CEO Cathy Weatherford in response to the nomination of Alexander Acosta for Secretary of Labor.

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.