IRI Exclusive Research

Only Half of Americans Feel Knowledgeable about Health Savings Accounts

Posted on March 13, 2018

IRI & LIMRA Secure Retirement Institute Release Joint Report on Health Savings Accounts

IRI State of the Insured Retirement Industry: 2017 Review and 2018 Outlook

Posted on December 7, 2017

In its sixth annual State of the Insured Retirement Industry, the Insured Retirement Institute (IRI) reviews and analyzes the market environment, product development, annuity sales and distribution...

Millennials and Retirement 2017

Posted on October 3, 2017

The Insured Retirement Institute (IRI) released today the findings from its second biennial report on Millennials and their thoughts about, and preparations for, retirement. With a quarter century...

IRI & Jackson: The Language of Retirement

Posted on September 12, 2017

American consumers are not prepared for retirement, as evidenced by both low savings rates and their own assessments of how ready they are to retire. IRI research shows that less than half of ...

IRI Baby Boomer Expectations for Retirement 2017

Posted on April 5, 2017

As Boomers move into their pre-retirement and retirement years, most report insufficient retirement savings, and have not taken appropriate steps to plan effectively for their sunset years.

IRI State of the Insured Retirement Industry: 2016 Review and 2017 Outlook

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.

It’s All About Income: Inaugural Study on the American Retirement Experience

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.

Boomer Expectations for Retirement 2016

Posted on April 11, 2016

IRI released a new report that found less than a quarter of Baby Boomers are confident they will have enough savings to last throughout their retirement years. This is the lowest level since IRI began this research study in 2011.

Don't You (Forget About Means): Third Biennial Study on the Retirement Readiness of Generation X

Posted on March 8, 2016

New IRI research found only 24 percent of GenXers are highly confident they will have enough money to support themselves throughout retirement. The lack of confidence may be warranted given that more than a third have nothing saved for retirement.

State of the Insured Retirement Industry: 2015 Review and 2016 Outlook

Posted on December 10, 2015

IRI released its annual state of the industry report detailing how ongoing product innovation efforts will support continued demand for lifetime income. These efforts, IRI notes, are providing consumers with a wide array of lifetime income options.

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