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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.
Guaranteed Retirement Income Update | Closing the Guarantee Gap Whitepaper
July 2018, TIAA
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
December 2017, Drinker Biddle Lincoln
The Retirement Decision: Current Influences on the Timing of Retirement Among Older Workers
September 2009, Watson Wyatt
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…
GAO Report On Low Savings By Retirees
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
Institutional Investment Advisors and Consultants Forum: Developing Expertise and Insights
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