• 2019 IRI Champions Retirement Security Award

  • SECURE Act Signed Into Law

  • Millennials & Retirement 2020


IRI MILLENNIAL RETIREMENT REPORT: TIME IS ON THEIR SIDE – BUT THE CLOCK IS TICKING

January 14, 2020

WASHINGTON, D.C. – Millennials’ retirement expectations are similar to previous generations – they hope to retire with adequate income that will last.

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CONSUMERS’ ACCESS TO NEEDED FINANCIAL SERVICE & ADVICE THREATENED BY PROPOSED BAY STATE REGULATION

January 7, 2020

WASHINGTON, D.C. – Massachusetts consumers stand to lose access to vital retirement planning and other financial advice under a proposed state regulation, according to the Insured Retirement Institute (IRI), the leading national trade association for the retirement income industry.

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NAIC COMMITTEE APPROVES REVISED SUITABILITY IN ANNUITY TRANSACTIONS MODEL REGULATION

December 30, 2019

WASHINGTON, D.C. –  The National Association of Insurance Commissioners’ (NAIC) Life Insurance and Annuities (A) Committee today voted to approve the revised Suitability in Annuity Transactions Model Regulation during a conference call.

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