News Releases

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.

IRI and Fiduciary Benchmarks Announce New Tool to Evaluate Benefits and Fees for IRA Recommendations

Posted on December 19, 2016

IRI and Fiduciary Benchmarks announced a new IRA tool for financial advisors to gather and evaluate client information to recommend retirement products and services that are in the client’s best interest.

IRI Issues Third-Quarter 2016 Annuity Sales Report

Posted on December 13, 2016

IRI announced final third-quarter 2016 sales results for the U.S. annuity industry. Industry-wide annuity sales in the third quarter of 2016 totaled $51.3 billion. Fixed annuity sales reached $26 billion, while VA sales were nearly $25.4 billion.

IRI Honors NAIC President and Missouri Insurance Director John Huff

Posted on December 12, 2016

IRI honored Missouri Insurance Director and NAIC President John Huff this weekend as the 2016 recipient of IRI’s State Champion of Retirement Security Award. Huff was honored for his efforts to promote retirement planning.

Andrew Puzder Named Next Secretary of Labor

Posted on December 9, 2016

IRI issued a statement from IRI President and CEO Cathy Weatherford after Andrew Puzder, the CEO of CKE Restaurants, was announced yesterday as President-elect Donald Trump’s nominee for Secretary of Labor.

IRI President and CEO Cathy Weatherford Honored by InvestmentNews

Posted on November 21, 2016

IRI announced that IRI President and CEO Cathy Weatherford has been honored by InvestmentNews as one of its “Women to Watch” for 2016. The InvestmentNews award honors females in the industry who exemplify the definition of true leaders and role models.

IRI Applauds Introduction of Retirement Security Bill

Posted on November 18, 2016

IRI President and CEO Cathy Weatherford applauded yesterday’s introduction of the Retirement Enhancement and Savings Act in the Senate. The bill would expand MEPs and increase access to lifetime income strategies.

IRI Recognizes Policymakers for Commitment to Retirement Security

Posted on November 15, 2016

IRI honored Rep. Phil Roe, Rep. John Larson and Mark Iwry, a senior Treasury official, as 2016 recipients of IRI’s Champion of Retirement Security Awards. The awards recognize leaders who support and advance policies that enhance retirement security.

Medicare Part B Premiums for 2017 Announced

Posted on November 14, 2016

CMS announced increased premiums and deductibles for Medicare Part B beneficiaries in 2017. IRI President and CEO Cathy Weatherford said the increases illustrate how rising health care costs will erode Americans’ retirement income.

IRI: Focus on Retirement Security Issues Post Election

Posted on November 9, 2016

IRI issued a statement reflecting on the national election and urging policymakers to support bipartisan solutions to enhance retirement security in the United States. IRI put forth a revised version of its 2016 retirement security policy agenda.