IRI Exclusive Research

Post-Windsor: Retirement Planning for Same-Sex Couples

Posted on November 19, 2013

IRI released new research results providing a first look at same-sex couples’ retirement planning attitudes and behaviors in the wake of the Supreme Court’s decision striking down Section 3 of the federal Defense of Marriage Act.

Deferred Income Annuities: Insuring Against Longevity Risk

Posted on August 27, 2013

IRI released new research exploring the development and introduction to the annuities market of deferred income annuities (DIAs), which are experiencing rapid sales growth and are being offered by an expanding group of insurers.

The Great Divide: Financial Comparison of Early and Late Boomers' Retirement Preparedness

Posted on July 1, 2013

IRI released new research chronicling how different workplace experiences and employee benefit histories are causing a great divide among early and late Baby Boomers regarding their financial security and outlook on retirement.

Women and Financial Advising Careers: Perspectives and Priorities

Posted on May 6, 2013

IRI released new research findings identifying strategies to recruit women to the financial advising field. Presently only three in 10 advisors are female, yet 70 percent of women would prefer to work with a female advisor.

Report Examines Increasing Consumer Education through Web-Based Resources

Posted on April 9, 2013

IRI and Corporate Insight released a new report analyzing how financial services companies use new technologies to inform consumers.

Boomer Expectations for Retirement 2013: Third Annual Report on Retirement Preparedness of the Boomer Generation

Posted on April 8, 2013

IRI released its third annual report on Boomers’ retirement expectations that reveals a continuing decline in Boomers’ retirement planning confidence.

Broker/Dealers, Financial Advisors & Clients: Annuities and the Regulatory Environment

Posted on March 19, 2013

New research findings released today by IRI shows that maintaining state insurance licenses across multiple jurisdictions is a regulatory obstacle that may impede the sale of retirement income products.

Tax Policy and Boomer Retirement Saving Behaviors

Posted on March 7, 2013

IRI released a new research report that found middle-income Baby Boomers would be less likely to save for retirement if taxes are increased or if tax incentives for retirement savings are reduced or eliminated.

IRI Fact Sheet: Baby Boomer Couples Profile

Posted on February 11, 2013

The Insured Retirement Institute (IRI) today released a new fact sheet highlighting research findings that provide a profile of the retirement planning and savings behaviors of Baby Boomer couples compared to their single cohorts.

Guaranteed Lifetime Income Options within Employment-Based Plans

Posted on January 30, 2013

The Insured Retirement Institute (IRI) today released a new study that pinpoints guaranteed lifetime income options offered within employer-provided defined contribution plans as an opportunity to address many emerging retirement security challenges.

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