Research Web Header

Boomer Expectations for Retirement 2019_coverJPG

Exclusive IRI Research View All

Dynamic Annuity Concentration Limits in Retirement Portfolios

Posted on July 9, 2020

IRI position paper proposing a framework for distributor supervisory staff to evaluate annuity concentrations in retirement portfolios, focusing on investor goals rather than hard limits.

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

Sign Up for Monthly Email Delivery

Get monthly emails highlighting original retirement, economic, and market research from IRI Member firms.

Sign up today!

Industry Sales Data View All

IRI Issues Fourth Quarter 2019 Annuity Sales Report

Posted on April 3, 2020

Multi-year Sales Highs, Record VA Assets WASHINGTON, D.C. – Sales of fixed and variable annuities were $227.8 billion in 2019, 2.6 percent higher than sales in 2018 and the highest tot

IRI Issues Third Quarter 2019 Annuity Sales Report

Posted on December 12, 2019

Fixed Annuity Sales Moderate as Variable Annuities Hold Steady WASHINGTON, D.C. – Annuity sales fell in the third quarter of 2019, decreasing 8.4 percent as the combined sales of fixed and

IRI Member Research View All

COVID-19 Shines Light on Retirement Readiness

Posted on June 29, 2020

Jackson National Life Insurance Company and the Insured Retirement Institute (IRI) announced results from a new research study that was fielded in the midst of the COVID-19 global pandemic. Condu

Legg Mason/Brandywine Global: Depression, Recovery and the Risk of Time

Posted on May 27, 2020

Market commentary from Brandywine explores the potential impact of a protracted period of depressed income and spending and the need for a calculated unwinding of lockdowns to avoid an irreversible de

Nationwide Retirement Institute: Tax Efficient Retirement Income

Posted on May 27, 2020

A Nationwide Retirement Institute survey of current and near-retirees, focusing on their goals, concerns, expectations and experiences prior to and during retirement. Among the key findings are that s