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Research Roundup View All

April 18, 2018 - Research Roundup

Posted on April 18, 2018

Featuring research from Prudential, Bank of America, BlackRock, JP Morgan, and MFS.

March 15, 2018 - Research Roundup

Posted on March 15, 2018

Featuring research from Nationwide, BlackRock, TIAA, PIMCO, and Goldman Sachs.

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Exclusive IRI Research View All

Boomer Expectations for Retirement 2018

Posted on April 10, 2018

This year’s Boomer study demonstrates yet again the marked difference between Boomers who have engaged financial professionals to help them build comprehensive and effective retirement plans, and those who have not.

Generation X and Retirement Readiness - They're (Mostly) Doing it Wrong

Posted on March 23, 2018

New Study Finds Fewer GenXers Have Retirement Savings Generation X on Shaky Retirement Planning Ground WASHINGTON, D.C. – The Insured Retirement Institute (IRI) today released the findings

Health Savings Accounts: An Emerging Retirement Planning Strategy

Posted on February 28, 2018

Health Savings Accounts (HSAs), held by about 7 percent of Americans, are most often used as a tax-preferenced bank account to cover current medical expenses. However, a growing segment of HSA account

Industry Sales Data View All

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 Issues Second-Quarter 2017 Annuity Sales Report

Posted on September 8, 2017

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

IRI Member Research View All

Empower Institute (Great-West): Scoring the Progress of Retirement Savers

Posted on May 16, 2018

New research from Empower Institute estimates the percentage of working income that American households are on track to replace in retirement. The estimated monthly income replacement percentage inclu

Prudential: American Workers Survey

Posted on May 16, 2018

New research from Prudential explores financial wellness as a driver of prosperity, examining the financial stress of workers, the connection between financial wellness and employee productivity and c

Economic Commentiary View All

Federated Investors: What’s Driving the Markets Today?

Posted on May 16, 2018

Recent market volatility is reflecting the tension between exceptionally strong earnings vs. the threat of higher inflation and yields. Portfolio Manager Steve Chiavarone shares his insight on this dy

Putnam Investments: Q2 2018 Capital Market Outlook

Posted on May 16, 2018

New market commentary from Putnam notes that the first quarter at last delivered a 10 percent equity market correction, which commentators had feverishly awaited since 2017, as the market settled into