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Research Roundup View All

October 24, 2019 - Research Roundup

Posted on October 23, 2019

Featuring:Lincoln Financial, Transamerica, TIAA, PIMCO, and J.P. Morgan

June 14, 2019 - Research Roundup

Posted on June 13, 2019

Featuring: American Centry, Dalbar, Nationwide, Putnam & Wells Fargo

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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! 

2019 IRI Annual Key Findings

Posted on January 24, 2019

Among the report's key findings:  More than half (58%) of surveyed insurers believe structured/index-linked variable annuities (VAs) will garner sales growth in the next three years.

State of the Insured Retirement Industry: 2018 Review & 2019 Outlook

Posted on December 17, 2018

Improving sales, advancement of favorable legislation and demographic trends are among positive factors for the insured retirement industry, according to the Insured Retirement Institute (IRI) in its

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