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Research Roundup View All

January 23, 2019 -- Research Roundup

Posted on January 23, 2019

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October 29, 2018 - Research Roundup

Posted on October 29, 2018

Featuring research from T. Rowe Price, OneAmerica, Charles Schwab, BlackRock, and PIMCO.

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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 First Quarter 2018 Annuity Sales Report

Posted on June 13, 2018

Fixed Annuities On The Rise  IRI Issues First Quarter 2018  Annuity Sales Report   WASHINGTON, D.C. –The Insured Retirement Institute (IRI) today announced final first quart

IRI Issues Third Quarter 2017 Annuity Sales Report

Posted on January 2, 2018

The Insured Retirement Institute (IRI) announced final third-quarter sales results for the U.S. annuity industry, based on data reported by Beacon Research and Morningstar, Inc. Industry-wide annuity

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