By providing timely and relevant content authored by leading industry experts, such as research, white papers, regulatory updates and other educational information, the IRIC is demonstrating its commitment to building awareness about the value of retirement income solutions.

IRIC Identifies Retirement Industry Trends to Watch in 2018

Iselin, NJ, January 8, 2018 – The Institutional Retirement Income Council (IRIC), a non-profit think tank for the retirement income planning community, today released its list of top retirement industry trends for plan sponsors, providers, and advisors to watch in 2018.

IRIC Update Volume 5, No. 2

Institutional Priced Retirement Income Solutions Deliver More Income.

IRIC Update Volume 5, No. 1

Plan Sponsors and Retirement Income: What’s In It For Me?

IRIC Update Volume 4, No. 1

Retirement Income Products: Which one is right for your plan?

IRIC Update Volume 3, No. 3

Quantifying Key Risks in Retirement.

IRIC Update Volume 3, No. 2

The Problem with Spending too Fast: Retirement Savings Withdrawal Rates.

IRIC Update Volume 3, No. 1

Retirement Income in DC Plans: What Our Experience with DB Plans Tells Us.

IRIC Update Volume 2, No. 10

Understanding How Guarantee Fees are Structured and Paid in Institutional Retirement Income Products.

IRIC Update Volume 2, No. 9

The Retirement Income Menu: An Idea Whose Time Has Come.

IRIC Update Volume 2, No. 8

Retirement Income Products: Will Employees Welcome or Resent This Form of Employer Activism?

Lessons learned from United Technologies’ Lifetime Income Strategy Initiative

January 2018, Money Management Report

An interview with Kevin Hanney – Senior Director, Pension Investments at United Technologies Corporation (UTC)

October 2017, United Technologies Corporation and Institutional Retirement Income Council

Industry Research: Articles that summarize research findings but do not include information about specific products.


Providing incentives for annuities within retirement plans

To mature into a strong safety net, workplace retirement plans must be able to deliver guaranteed lifetime income

Guaranteed Retirement Income Update | Closing the Guarantee Gap Whitepaper

How policymakers can restore the role of lifetime income in workplace retirement plans.

Lincoln Secured Retirement Income Solution: Fiduciary Process in Evaluating In-Plan Guarantees

The Retirement Decision: Current Influences on the Timing of Retirement Among Older Workers

This paper investigates the influences on retirement behavior among older workers who were surveyed by the Health and Retirement Study (1992-2004). It is found that increases in all categories of wealth (pension, housing equity and other financial wealth) raise…

Managing Retirement Benefits Amid Capital Market Disruption

This white paper discusses the challenges retirement plan providers face, and the increasingly active and critical role finance executives play in addressing those challenges. The paper examines the steps being taken to consider introducing new products that protect plan participants by providing guaranteed income during retirement…

BlackRock’s Decumulation in Defined Contribution – The Second Act

Fiduciary Implications of Flexible Retirement Income Solutions

ERISA Advisory Council Testimony

RESA 2018 Comment Letter

Letter In Support Of Retirement Income Disclosure 1

Letter In Support Of Retirement Income Disclosure 2

IRIC’s Comment Letter On ANPRM

Memo Re IRIC Meeting With Mark Iwry And Treasury

Design Matters: Plan Distribution Options

A Financial Wellness Primer | Why Financial Wellness?

Designing And Communicating Retirement For Humans

How To Pensionize Any IRA 401k Final

Stanford Retirement Income

Guaranteed Lifetime Income And The Importance Of Plan Design

Retirement Income In- Plan vs. Out-Of-Plan Solutions, Which Is Better?

Institutional Investment Advisors and Consultants Forum: Developing Expertise and Insights

Welcome

Making the Case

Optimizing Outcomes with Available Solutions – Steve Vernon

Optimizing Outcomes with Available Solutions: Insured – Jeff Eng, CFA

Optimizing Outcomes with Available Solutions: Non-insured and out-of-plan – Ben Yahr, FS, CFA

Fiduciary Considerations – Prepared by Bruce Ashton, Presented by Martin Schmidt

Encouraging Utilization – Presented by Jean Martone

Administration Issues – Presented by Clark Frese

Integration with Advisor’s Existing Practice – John Pickett, Michael Preisz

Wrap-up – Martha Tejera