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LABOR DEPARTMENT WITHDRAWS ANNUITY SAFE HARBOR DIRECT FINAL RULE
Action Taken After Comments Filed by IRI, Others WASHINGTON, D.C. – The U.S. Department of Labor (DOL) withdrew a direct…
PROPOSED NJ INDEPENDENT CONTRACTOR RULE COULD HINDER RETIREMENT PLANNING
Rule Might Reduce Number of Independent Financial Planners, Insurance Agents WASHINGTON, D.C. – A New Jersey proposed rule to change…
IRI URGES LABOR DEPARTMENT TO KEEP SAFE HARBOR RULE
Withdrawal Could Disrupt Inclusion of Annuities in Workplace Retirement Plans WASHINGTON, D.C. – A U.S. Department of Labor (DOL) proposal…
SENIOR SECURITY ACT PASSES HOUSE
WASHINGTON, D.C. – The U.S. House of Representatives passed the Senior Security Act of 2025 (HR 1469) to strengthen financial…
CONGRESS PRESERVES TAX DEFERRAL OF RETIREMENT SAVINGS
One Big Beautiful Bill Act Sent to President for Signature WASHINGTON, D.C. – Congress preserved tax deferral of retirement savings…
SENATE PRESERVES VITAL RETIREMENT SAVINGS INCENTIVE
WASHINGTON, D.C. – The U.S. Senate today passed the One Big Beautiful Bill Act, a tax and budget reconciliation measure…
IRI ANNOUNCES CHANGES TO EXECUTIVE COMMITTEE AND NEW BOARD MEMBERS
WASHINGTON, D.C. – The Insured Retirement Institute (IRI) announced three new representatives to its Board of Directors: Dominic Blue, Head…
HOUSE COMMITTEE TO VOTE ON RETIREMENT PLAN PARITY, INVESTOR DISCLOSURE, AND SENIOR PROTECTION MEASURES
WASHINGTON, D.C. – The Insured Retirement Institute (IRI) is urging the House Financial Services Committee to approve three bipartisan bills…
HOUSE COMMITTEE PRESERVES VITAL RETIREMENT SAVINGS INCENTIVE
Budget Reconciliation Measure Clears Hurdle WASHINGTON, D.C. – The House Committee on Ways and Means voted to advance major provisions…
IRI CONGRATULATES PAUL ATKINS ON CONFIRMATION AS SEC CHAIR
WASHINGTON, D.C. – The Insured Retirement Institute (IRI) congratulated Paul Atkins on the U.S. Senate’s vote to confirm his appointment…
JASON BERKOWITZ RECEIVES 2025 IRI CHAIRMAN AWARD
TAMPA, FLORIDA – The Insured Retirement Institute’s (IRI) 2025 Chairman Award recipient is Jason Berkowitz, the association’s Chief Legal and…
IRI HONORS JENN PRICE WITH RISING STAR AWARD
TAMPA, FLORIDA – The Insured Retirement Institute (IRI) presented Jenn Price, Senior Vice President, Business Operations, Retirement Services at Corebridge…
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