Tag: IRI

Group wants ideas on how best to compile relevant data so annuities can be marketed more effectively.

Orion, DPL partner on annuities marketplace for advisers; Morgan Stanley launches private markets transaction desk; Just Futures announces 'values-driven' 401(k)...

Witnesses called to testify at a House hearing disputed whether small balances would still be served under the retirement security...

Senators Tina Smith and Thom Tillis were recognized for their efforts to improve retirement security of Americans, notably through the...

Critics say the proposal recommended to states goes beyond the SEC’s Reg BI and endangers annuity products and educational materials.

T. Rowe Price elects Donnelly as independent director; Global investment manager names new COO; BlackRock head of retirement named to...

SageView enhances wealth management leadership team; Marasco to lead new protected retirement team; Northern Trust Asset Management names new co-head...

The proposal directs RILA providers to use registration documents that better explain the annuity’s features and complexities.

The SAFER Banking Act addresses several banking and workplace topics for the companies.

Christina Brady, the IRI’s COO, says the publication is a result of considerable discussion across 2022 and 2023.

The IRI wrote to the Biden administration in the hopes it will back retirement legislation that paves the way for...

The re-introduced House bill would permit annuities as 401(k) default, with a limit of 50% of retirement contributions.

IRI announces new appointments to board of directors; ERISA experts Treichel, Cooper, start Endeavor Law; The Standard selects divisional vice...

The retirement insurance industry group is calling for legislation that would do away with a liquidity feature that limits certain...

This year, the IRI has also issued a state advocacy blueprint calling on states to focus on educating individuals about the importance of retirement planning and encourage federal...