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IRI Announces Market Compensation Survey in Partnership with Milliman

September 21, 2016

IRI today announced that it will conduct a survey of compensation practices regarding sales of annuities and other investment products. The results of this survey will support efforts by financial services firms and financial professionals to comply with the reasonable compensation standard under the Department of Labor’s (DOL) fiduciary rule. IRI is partnering with Milliman, Inc. on this initiative. 

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IRI Encouraged by Senate Finance Committee’s Focus on Retirement Security

September 21, 2016

IRI President and CEO Cathy Weatherford issued a statement commending Chairman Orrin Hatch and Ranking Member Ron Wyden after the Senate Finance Committee unanimously voted to advance the Retirement Enhancement and Savings Act. The bill contains provisions to help increase access to workplace retirement plans and lifetime income options for American workers.

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IRI Issues Second-Quarter 2016 Annuity Sales Report

September 14, 2016

IRI announced final second-quarter 2016 sales results for the U.S. annuity industry, based on data reported by Beacon Research and Morningstar, Inc. Industry-wide annuity sales in the second quarter of 2016 totaled $55.9 billion, which is virtually unchanged from sales of $56 billion during the first quarter of 2016. Strong fixed annuity sales of $29.5 billion were buoyed by continued robust sales of fixed indexed annuities.

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