IRI Updates

IRI Honors Industry Leaders

Posted on September 26, 2016

IRI recognized Nick Lane, John Brown and Beth Maziad as the 2016 recipients of the IRI Leadership Award. The award honors leaders whose dedicated service and contributions to IRI have supported the organization in achieving its mission.

IRI Issues Inaugural Study on Retirees

Posted on September 26, 2016

Pensions are helping many retirees attain financial security, but replacing them will be a key issue for future retirees. IRI estimates 56 million Baby Boomers will not receive income from a pension and need significant savings to cover the gap.

Senate Finance Committee Approves Retirement Bill

Posted on September 21, 2016

IRI President and CEO Cathy Weatherford issued a statement commending Chairman Orrin Hatch and Ranking Member Ron Wyden after the Senate Finance Committee unanimously voted to advance the Retirement Enhancement and Savings Act.

IRI Announces Market Compensation Survey

Posted on September 21, 2016

IRI and Milliman announced that they will conduct a survey of compensation practices to support efforts by financial services firms and financial professionals to comply with the reasonable compensation standard under the DOL fiduciary rule.

IRI Issues Q2 2016 Annuity Sales Report

Posted on September 14, 2016

IRI announced second-quarter 2016 sales results for the U.S. annuity industry. Industry-wide annuity sales totaled $55.9 billion. Strong fixed annuity sales of $29.5 billion were buoyed by continued robust sales of fixed indexed annuities.

IRI Praises Latest Treasury Effort on Lifetime Income

Posted on September 12, 2016

IRI President and CEO Cathy Weatherford praised the Treasury Department after it issued a final rule to allow pension plan participants to receive a portion of their benefits in the form of an annuity.

Keynote Speakers Announced for VISION: IRI Annual Meeting

Posted on August 24, 2016

IRI today announced a preliminary agenda for VISION: IRI Annual Meeting 2016, the leading conference for the retirement income industry. This year’s event will take place September 25-27 at The Broadmoor in Colorado Springs.

IRI Announces New Vice Presidents

Posted on July 13, 2016

IRI announced that it has hired Tom Korb, Chelsea Crucitti, Drew Kessler and Cheretta Clerkley and promoted Andrew Simonelli. They will serve as vice presidents on IRI’s Government Affairs and Marketing/Communication teams.

IRI Applauds House Passage of the Senior $afe Act

Posted on July 6, 2016

IRI applauded the House for passing the Senior $afe Act. IRI also urged the Senate to vote on the bill, which will foster better communication between financial professionals and agencies, as well as encourage training on financial elder abuse.

IRI Voices Support of Open MEPs Before Senate Hearing

Posted on June 21, 2016

IRI issued a statement after voicing its support for open MEPS in a letter submitted to Chairman Enzi and Ranking Member Sanders of the Senate HELP Subcommittee on Primary Health and Retirement Security, which is holding a hearing on MEPs.