IRI tapped Jill Hoffman to lead its government and political affairs activities. Hoffman will succeed Paul Richman, who will retire effective December 31 after more than 11 years with the association. https://t.co/0eaUlaBEvo
86% of adults 50 and older don't feel free to spend savings on things they enjoy, per Prudential's 2026 Retirement Pulse survey. Those with protected, guaranteed income are 43% more likely to feel they can. https://t.co/mGayJZBCfQ
New @TIAA survey: 43% of Americans are not confident traditional retirement planning accounts for longer lifespans, and 53% worry about running out of money. IRI supports facilitating the use of protected, guaranteed lifetime income in workplace plans. https://t.co/wmOtysu0ib
Only 30% of working Americans rate their financial health as excellent or very good, according to Guardian's Workplace Benefits Study. As lives get longer, the question is whether income will last. Protected, guaranteed lifetime income can help. https://t.co/xXElCuGSSH
For small businesses, the top draw of pooled employer plans isn't cost. It's time. One provider estimates a PEP can save hundreds of hours a year in administrative work. IRI supported the SECURE Act provisions that created PEPs. https://t.co/0gVnhFBqUk @TheDailyUpside
Read the latest IRI Vision blog post to learn more about a long-awaited SEC proposed rule to permit electronic delivery as the default method for sharing required regulatory information with consumers under federal securities laws. https://t.co/79JQMyVcQ6
New research shows 76.2 million U.S. workers lack access to a workplace retirement plan. IRI is working to close this gap and help more workers save. https://t.co/eRgOhv5vIG @PLANSPONSOR
A proposed Securities and Exchange Commission (SEC) regulation would permit electronic delivery as the default method for sharing required regulatory information with consumers under federal securities laws. IRI strongly supports the proposed rule. https://t.co/EZMEQkQTXq
"Today the House Financial Services Committee took an important step forward by passing the CLEAR Forms Act," said Paul Richman, IRI's chief government and political affairs officer. https://t.co/Qr57Y3zPQM @InsNewsNet
A House committee voted 42-7 to advance the IRI-supported CLEAR Forms Act. The measure would give investors more clear, tailored and accessible information directly related to the products they seek. https://t.co/OLruK5WgDc @ThinkAdvisor
New York Life survey: 40% of Gen Z Americans say AI increased their need for a financial professional. Those who work with one, have a strategy, and own protection and investment products report far better financial outcomes. https://t.co/sCP0pVOlqp
New research reveals many retirees hesitate to turn savings into income, fearing they'll run out of money. A financial professional can help build a plan with protected, guaranteed lifetime income to boost retirement financial confidence. https://t.co/N5qxHBKrZi @PLANSPONSOR
Tune in to the latest L&A Hub podcast by Zinnia to hear the latest on the progress and major milestones of IRI's Digital First for Annuities initiative from Katherine Dease, Chief Technology and Innovation Officer, IRI. https://t.co/zveMSn22wR
In this month's edition of DFA1, Katherine Dease, Chief Technology and Innovation Officer, IRI, hails a major program milestone and explains how this success should trigger adoption of other standards to help expedite annuities into consumers’ hands. https://t.co/cHICuwFx2A
"Workers need greater opportunities to save and more access to protected lifetime-income solutions as they face rising housing, healthcare and other household costs." - Wayne Chopus, IRI. https://t.co/hm25UTy3Ms @InsNewsNet
@LIMRA reports U.S. annuity sales hit $121.2 billion in Q2 2026, the 11th straight quarter above $100 billion. First-half sales hit a record $228.7 billion, proving that protected, guaranteed lifetime income keeps drawing retirement savers. https://t.co/DwWUenTmZ0
IRI urged the Senate to advance the Retirement Fairness for Charities and Educational Institutions Act through any appropriate legislative vehicle before the adjournment of the 119th Congress in January. https://t.co/KE2mmnjWYR @PLANSPONSOR
More than half of pre-retirees and retirees worry about outliving their income, yet fewer than 1 in 5 own an annuity addressing it. IRI backs expanding protected, guaranteed lifetime income solutions in retirement plans. https://t.co/l7nSbKK0G6 @InsNewsNet
New @Transamerica Center for Retirement Studies survey finds many middle-class workers are contending with retirement financial insecurities. IRI backs efforts to facilitate use of guaranteed lifetime income options to boost retirement confidence.
https://t.co/YMCq7RKgGO
CITs, a lower-cost investment option, now outpace mutual funds in 401(k) plans. But federal law blocks 403(b) plans, serving teachers, health care and nonprofit workers, from using them. IRI backs legislation to fix that. https://t.co/wpRvsfAtFl @PLANADVISER