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A new study by Goldman Sachs Asset Management notes that in-plan annuity options or features will be a key priority in the coming years as existing solutions begin to pave the way for more informed product development. ow.ly/PbOF50W92af Goldman Sachs

Allocating a portion of a retirement savings portfolio to annuities can help retirees address the challenge of withdrawing enough money to live comfortably in retirement without depleting savings. ow.ly/6jEM50Wa02m #AnnuityAwarenessMonth

Watch Dan Herrick, VP, Membership & Business Development at IRI, discuss the evolving landscape of annuities, and how IRI is driving innovation to modernize the annuity industry through its Digital First for Annuities initiative. ow.ly/l3m850Wa0Jq Nasdaq #AnnuityAwareness

“We will continue to engage with the SEC to support effective, modernized regulation that upholds investor interests without stifling access, innovation, or product choice.” - Emily Micale IRI. ow.ly/BU3O50Wb7OP 401k Specialist Magazine

A new report says that retirement plan participants would benefit by having a default annuity option to generate protected lifetime income. The recommendation aligns with a proposal in IRI's Federal Retirement Security Blueprint. ow.ly/8ekw50WbXaW NBER

Happy Juneteenth! #CelebrateFreedom

IRI is leading the transformation of the insured retirement industry. The future of annuities is digital, and IRI is driving this positive change. ow.ly/bH4350WeFoU #AnnuityAwarenessMonth

“The single most important ingredient for workers to achieve a financially secure retirement is access to meaningful employment with retirement benefits...” - Catherine Collinson, CEO and President of Transamerica Institute and TCRS. ow.ly/nRaN50WeNsL

IRI’s annual State of the Industry Report is now available to association members only. The report includes information on annuity market data, operations and technology, and regulatory and legislative trends in 2024, and notable themes for 2025. ow.ly/tnI750WfraQ

A Nationwide survey found that financial professionals say digital solutions would improve annuity sales process. IRI is shaping and defining the annuity industry’s digital standards to meet financial professionals' and consumers' needs. ow.ly/W84750WfoG6

A Global Atlantic Financial Group survey reveals an opportunity for financial professionals to get even more aligned with their customers about retirement income priorities and investment protection strategies. ow.ly/8fkR50Wg5w7

A study by Allianz Life found that more Americans say that they are too nervous to invest and worry about retirement savings more than they have in the last six years due to extreme market volatility. ow.ly/asPo50Wgbc6

The momentum powering National #AnnuityAwarenessMonth continues to grow thanks to efforts by the Coalition for #AnnuityAwareness with @ACLlNews, Finseca, Insured Retirement Institute & NAIFA helping us drive increased engagement & awareness of #annuities at all levels. apnews.com/press-release/…

A survey by The Standard found many employers who joined a pooled employer plan (PEP) - a mechanism allowing multiple employers to band together to offer retirement benefits - agree it saves time and money, and delivers streamlined plan management. ow.ly/sTCX50WgoZR

A Nationwide survey found 82% of annuity owners said their financial professional made them feel more positive about their annuity decision. And, investors are turning to annuities for a more secure retirement future. ow.ly/gMfN50Wf1aR

A recently published retirement policy white paper by @Blackrock and the Bipartisan Policy Center recommends expanding access to workplace retirement plans and a renewed focus on protected lifetime income choices within plans. ow.ly/uKZq50WisYg @bpc_Bipartisan

The U.S. Senate today passed the One Big Beautiful Bill Act that preserves the tax-deferred treatment of retirement savings—a vital incentive to encourage workers enrolled in employer-provided retirement plans to save for their retirement. ow.ly/KgiJ50Wjmts

Congress preserved tax deferral of retirement savings – a key incentive that helps millions of workers to save for retirement – in the One Big Beautiful Bill Act, which is on its way to the White House for the President’s signature. ow.ly/PlOj50WkCpK

Happy 249th Birthday, America.

IRI fought successfully to preserve the tax deferral of retirement savings in the debate over the One Big Beautiful Bill Act. ow.ly/u5Gl50Wl35u 401k Specialist Magazine