Industry Research

State the Insured Retirement IndustryIRI Boomer Expectations for Retirement: Seventh Annual Update on the Retirement Preparedness of the Boomer Generation

As Boomers move into their pre-retirement and retirement years, most report insufficient retirement savings, and have not taken appropriate steps to plan effectively for their sunset years.

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State the Insured Retirement IndustryIRI State of the Insured Retirement Industry: 2016 Review and 2017 Outlook

A new IRI report forecasts that more advisors will embrace holistic retirement planning with a focus on income-generating strategies, as they try to address strong demand for lifetime income while adding value to the client-advisor relationship.

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iri-income-report-final-png-publicthumb-1-It’s All About Income: Inaugural Study on the American Retirement Experience

Pensions are helping many retirees attain financial security, but replacing them will be a key issue for future retirees. IRI estimates 56 million Baby Boomers will not receive income from a pension and need significant savings to cover the gap.

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boomer16Boomer Expectations for Retirement 2016

IRI released a new report that found less than a quarter of Baby Boomers are confident they will have enough savings to last throughout their retirement years. This is the lowest level since IRI began this research study in 2011.

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genx---pwDon't You (Forget About Means): Third Biennial Study on the Retirement Readiness of Generation X

New IRI research found only 24 percent of GenXers are highly confident they will have enough money to support themselves throughout retirement. The lack of confidence may be warranted given that more than a third have nothing saved for retirement.

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soti-icon--pwState of the Insured Retirement Industry: 2015 Review and 2016 Outlook

IRI released its annual state of the industry report detailing how ongoing product innovation efforts will support continued demand for lifetime income. These efforts, IRI notes, are providing consumers with a wide array of lifetime income options.

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women's-perspects-report-2015-smallWomen's Perspectives on Saving, Investing, and Retirement Planning

A new IRI study on women’s retirement planning perspectives found eight in 10 women have concerns about saving enough for retirement, with the majority saying they are very concerned. The report also found women have more financial concerns than men.

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boomer-strategy-oct-2015-smallBaby Boomers and Retirement Planning Strategy

IRI released a new report highlighting the difficult decisions confronting Baby Boomers as they march toward their retirement years with inadequate savings. Among the options: postponing retirement, increasing savings, and reducing expenses.

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millennial-report-cover-smallWill Millennials Ever Be Able to Retire?

IRI and the Center for Generational Kinetics released new research on the retirement outlook of Millennials. The study found 68 percent of Millennials said they are saving, but only 29 percent indicated they are actively planning for retirement.

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boomer16Boomer Expectations for Retirement 2015

IRI issued a new study finding Baby Boomers’ confidence in having sufficient savings to last throughout retirement has dropped to a five-year low. Declining annually since 2011, only 27 percent of Boomers are highly confident their savings will last.

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consumer-pref-for-lifetime-income-for-irionline-orgConsumer Preferences for Lifetime Income Estimates on 401(k) Statements

IRI released a new study revealing that the overwhelming majority of consumers want their retirement benefit statements to provide an estimate of lifetime income. The study also found that these estimates can boost retirement savings.

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