IRI Updates

New IRI Report Outlines Retirement Security Challenges for 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.

Baby Boomer Retirement Confidence Slips Again, Signs of Optimism Spotted

Posted on April 7, 2014

IRI issued a new report showing Baby Boomers’ confidence in their retirement plans continues to drop, a trend dating back to 2011. But while confidence continues to slip, IRI found slight improvements in several important retirement readiness measures.

Industry-Wide Annuity Sales Rise in 2013

Posted on March 27, 2014

IRI announced fourth-quarter and year-end 2013 sales results for the U.S. annuity industry, based on data by Morningstar and Beacon Research. Higher fixed and variable annuity total sales during the quarter pushed industry-wide sales to $59.3 billion.

New IRI Research Provides Insight on Client-Advisor Discussions

Posted on March 25, 2014

IRI released new research findings that show investors are turning to financial advisors for retirement planning help. The survey provides a snapshot of these retirement planning conversations.

IRI Announces Inaugural Marketing Innovation Award Recipients

Posted on March 24, 2014

Nationwide Financial, Franklin Templeton Investments, Lincoln Financial Distributors and Prudential Financial’s Jac Herschler were recognized as the inaugural recipients of the IRI Marketing Innovation Award.

National Retirement Planning Week® 2014 Scheduled April 7 to 11

Posted on March 18, 2014

IRI announced that National Retirement Planning Week® 2014 will take place from April 7 to 11. Activities and events during the week will serve to promote comprehensive retirement planning.

IRI Investor Study Confirms Advisors Working in Clients’ Best Interest

Posted on March 13, 2014

IRI released a fact sheet containing new research confirming that the overwhelming majority of clients agree that their advisors are serving their best interests.

Help Promote Retirement Planning

Posted on March 10, 2014

Partner kits are now available for National Retirement Planning Week® 2014, which will take place April 7-11.

Tax Reform Discussion Draft Unveiled

Posted on February 26, 2014

IRI President and CEO Cathy Weatherford issued a statement after Rep. Dave Camp unveiled his tax reform discussion draft. In her statement, Weatherford noted the overlap between tax policy and retirement security in America.

Sen. Wyden Named Senate Finance Committee Chairman

Posted on February 13, 2014

IRI President and CEO Cathy Weatherford congratulated Sen. Wyden on his selection to the chairmanship of the Senate Finance Committee, and welcomed the opportunity to partner with him to advance retirement security in America.

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