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Research Roundup View All

Research Roundup - March 2020

Posted on March 24, 2020

Featuring: Prudential, MetLife, J.P. Morgan, Capital Group and Wells Fargo

Research Roundup - January 2020

Posted on January 23, 2020

Featuring: BlackRock, AIG, Wells Fargo, T. Rowe Price and PIMCO,

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Exclusive IRI Research View All

State of the Insured Retirement Industry: 2019 Review & 2020 Outlook

Posted on February 21, 2020

The annuity industry is poised for significant growth in the coming years, according to the State of the Retirement Industry, a report by the Insured Retirement Industry (IRI). The report covers

Millennials & Retirement 2020

Posted on January 14, 2020

Saving for retirement is likely not the most pressing financial priority for most millennials. The oldest are in their late 30s, focused on their next career move, or maybe with children in elementary

Boomer Expectations for Retirement 2019

Posted on April 8, 2019

This is the ninth year of the IRI baby boomer study, and how things have changed for this generation since the series started! 

Industry Sales Data View All

IRI Issues 2018 Fourth Quarter Annuity Sales Report

Posted on May 8, 2019

Contact: Dan Zielinski Annuities Make Solid Gains in 2018 as Fixed Indexed Annuities Set Another Record WASHINGTON, D.C. – Overall annuity sales rose 9.7 percent in 2018, with the co

IRI Issues 2018 Third Quarter Annuity Sales Report

Posted on November 13, 2018

Fixed Indexed Annuity Sales, VA Assets Hit Record Highs WASHINGTON, D.C. – Fixed index annuity sales and variable annuity assets hit record quarterly highs according to the Insured Retireme

IRI Member Research View All

T. Rowe Price: Where 401(k) Design and Corporate Profitability Cross Paths

Posted on October 29, 2018

New research from T. Rowe Price finds that “great” 401(k) plans (those with above-average performance outcomes according to Brightscope®) are very likely to be sponsored by companies w

Charles Schwab: Consumer Digital Demands

Posted on October 29, 2018

New research from Charles Schwab seeks to measure consumer and robo advisor user preferences, sentiment and experiencing interacting with technology and people across a range of life activities and ex

OneAmerica: Understanding and Achieving Participant Financial Wellness

Posted on October 29, 2018

New research from OneAmerica explores retirement plan participant financial wellness, and the factors that contribute to (or impede) the ability to become financially well. The majority of respondents

Economic Commentary View All

BlackRock: Global Investment Outlook – Q4 2018

Posted on October 29, 2018

New market commentary from BlackRock covers investing themes for 2018. Continued, steady global expansion and above-trend U.S. growth are expected, but the range of potential economic outcomes is wide

PIMCO: Monthly Market Update – October 2018

Posted on October 29, 2018

New market commentary from PIMCO discusses current trends in global markets in September. Domestic policy adjustments in vulnerable emerging markets and easing in global trade frictions helped bolster

Federated: Weekly Update "I've Seen it Rainin' Fire in the Sky"

Posted on September 19, 2018

New market commentary from Federated discusses the contention that the stock market is on a "sugar high" versus tax-cut driven behavioral changes, such as the long-term impact of productivity-enh