The Insured Retirement Institute (IRI) is the leading financial services trade association for the insured retirement industry.
IRI member companies represent the entire supply chain of insured retirement strategies, including life insurers, asset managers, broker-dealers, banks, marketing organizations, law firms, and solution providers.
IRI membership offers unique services and resources that include the areas below.
Advocacy
IRI is the voice of the insured retirement industry before policymakers, including federal regulatory agencies, Congress, and state regulators and legislators. IRI advocates for public policy solutions that expand access to workplace retirement plans and protected lifetime income products and seeks to ensure access to consumers' choice of professional financial guidance, among other priorities.
Research
IRI produces content-rich research on industry trends and products, consumer attitudes toward retirement and retirement planning, industry sales data, and partnered research products with members.
Member Programs
IRI membership includes access to industry-leading initiatives. Our unique operations and technology efforts seek to advance digital solutions to modernize the annuity transaction process. Our diversity, equity, and inclusion mission is working to identify and share best practices to build workforces that reflect the communities we serve and that encourage all employees to bring their authentic selves to work every day.
Education
IRI provides comprehensive educational opportunities to members through complimentary online webinars, discounts for FINRA continuing education, and reduced rates for our annual conferences.
Connection
IRI member committees provide unique communities for learning, relationship building, and personal development beyond engagements at our educational events. Our Service Directory, is a comprehensive solutions provider guide to the annuities industry connecting you with the information and contacts you need.
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IRI News
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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…
May News Articles
News articles in which IRI is mentioned or quoted. Plan Adviser – Beyond the Annuity Puzzle: Rewiring the Psychology of…