IRI Exclusive Research

Women's Perspectives on Saving, Investing, and Retirement Planning

Posted on November 16, 2015

A new IRI study on women’s retirement planning perspectives found eight in 10 women have concerns about saving enough for retirement, with the majority saying they are very concerned. The report also found women have more financial concerns than men.

Baby Boomers and Retirement Planning Strategy

Posted on October 13, 2015

IRI released a new report highlighting the difficult decisions confronting Baby Boomers as they march toward their retirement years with inadequate savings. Among the options: postponing retirement, increasing savings, and reducing expenses.

Will Millennials Ever Be Able to Retire?

Posted on September 28, 2015

IRI and the Center for Generational Kinetics released new research on the retirement outlook of Millennials. The study found 68 percent of Millennials said they are saving, but only 29 percent indicated they are actively planning for retirement.

Boomer Expectations for Retirement 2015

Posted on April 13, 2015

IRI issued a new study finding Baby Boomers’ confidence in having sufficient savings to last throughout retirement has dropped to a five-year low. Declining annually since 2011, only 27 percent of Boomers are highly confident their savings will last.

Consumer Preferences for Lifetime Income Estimates on 401(k) Statements

Posted on January 13, 2015

IRI released a new study revealing that the overwhelming majority of consumers want their retirement benefit statements to provide an estimate of lifetime income. The study also found that these estimates can boost retirement savings.

State of the Insured Retirement Industry: 2014 Review and 2015 Outlook

Posted on December 22, 2014

IRI released its state of the industry report identifying marketplace opportunities ahead in 2015. The report shows that the industry is financially sound and in a strong position to expand its share of the retirement market.

It’s Time to Save for Retirement: The Benefit of Saving Early and the Cost of Delay

Posted on November 13, 2014

A new IRI study shows that putting off contributing to a retirement plan, even for a few years, could greatly reduce a worker’s retirement income. Postponing savings for 10 years may reduce retirement income by nearly a quarter, the study found.

Planning for Health Care: How Excellent Health and Longevity Impact Retirement Income Planning

Posted on September 30, 2014

New IRI research shows healthy retirees, as a result of longer lifespans, may pay more in cumulative retirement health costs than their less healthy peers. The report found these costs can be better managed with income annuities in a retirement strategy.

Retirement Planning: A Changing Dynamic -- Investors Turn to Advisors for Help

Posted on August 19, 2014

IRI released a new report showing investors are better prepared for retirement compared to the broader population, but are still lacking knowledge regarding financial products. In turn, they are working with financial advisors and valuing their advice.

Baby Boomer and Gen X Women

Posted on May 7, 2014

A new IRI report shows that few Baby Boomer and Gen X women are confident in achieving a financially secure retirement. It also found that many women are still facing financial challenges, which are impairing their retirement readiness and outlook.

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