National Retirement Planning Week® 2013 Set to Kick Off on April 8

By Cathy Weatherford

Insured Retirement Institute (IRI)

Washington, D.C. – April 2, 2013 – The Insured Retirement Institute (IRI) today announced that National Retirement Planning Week® 2013 will take place from April 8 to 12. Held during financial literacy month, National Retirement Planning Week® is led by the National Retirement Planning Coalition, a group of prominent education, consumer advocacy and financial services organizations that have joined together to promote and increase awareness for comprehensive retirement planning.

National Retirement Planning Week® 2013 events and activities:

Monday, April 8: The coalition will host a kickoff conference call for reporters and unveil new IRI research findings from its third annual report on Boomers’ retirement expectations. The call will begin at 10 a.m. eastern time and will include a panel representing coalition partners and industry experts. To register, please email Andrew Simonelli at

Tuesday, April 9: IRI and Corporate Insight will release a report on how financial services companies use new technologies to inform consumers.

Wednesday, April 10: The American Savings Education Council and its partners will host a meeting at 9:00 a.m. eastern time at the Kaiser Family Foundation’s Barbara Jordan Conference Center in Washington, D.C., to discuss new retirement trends, research and planning tools. Registration required.

Thursday, April 11: IRI and the Social Security Administration will host a complimentary webinar for financial professionals. The webinar, which is approved for continuing education credit, will cover a broad range of Social Security topics including retirement strategies. Financial professionals can register for the webinar here.

The Defined Contribution Institutional Investment Association (DCIIA) will feature a panel discussion that will explore policy options to help consumers manage assets and attain lifetime income during their retirement years. The discussion will take placing during DCIIA’s 2013 Public Policy Forum in Washington, D.C. Panelists will included Lee Covington, IRI Senior Vice President and General Counsel; Kevin Hanney, Director, Portfolio Investments, United Technologies; and Jason Fichtner, Senior Research Fellow, Mercatus Center at George Mason University. Registration required.

Friday, April 12: IRI and the National Retirement Planning Coalition will release a package of FINRA-reviewed client materials for financial advisors to help clients formulate a plan for a financially secure retirement.
Additional events will be added as details become available.

The National Retirement Planning Coalition recognizes that the need to educate Americans on retirement planning is an ongoing effort and is committed to making this a national priority. National Retirement Planning Week® and other coalition activities will demonstrate that it is possible to “Retire On Your Terms” if comprehensive retirement plans are properly developed and managed. To support these education efforts, the coalition has collected the latest resources to help consumers and financial professionals focus on long-term financial goals. These tools are available year-round at the newly redesigned and enhanced website:

The National Retirement Planning Coalition is led by the Insured Retirement Institute (IRI), and its partners include: America Saves; American Benefits Council; American Council of Life Insurers (ACLI); American Institute of Certified Public Accountants; American Savings Education Council (ASEC);Americans for Secure Retirement (ASR); Association for Financial Counseling, Planning, Education; Center for Retirement Research at Boston College; CFA Institute; Defined Contribution Institutional Investment Association (DCIIA); Employee Benefit Research Institute (EBRI); Financial Services Institute (FSI); Financial Services Roundtable (FSR); FINRA Investor Education Foundation; Jump$tart Coalition; National Association for Fixed Annuities (NAFA); National Endowment for Financial Education; NICSA; The American College; The Aspen Institute; Women's Institute for a Secure Retirement (WISER); and WorldatWork.

About the Insured Retirement Institute: The Insured Retirement Institute (IRI) is a not-for-profit organization that for twenty years has been a mainstay of service, commitment and collaboration within the insured retirement industry. Today, IRI is considered to be the authoritative source of all things pertaining to annuities, insured retirement strategies and retirement planning. IRI proudly leads a national consumer education coalition of nearly twenty organizations and is the only association that represents the entire supply chain of insured retirement strategies: Our members are the major insurers, asset managers, broker-dealers/distributors, and 150,000 financial professionals. IRI exists to vigorously promote consumer confidence in the value and viability of insured retirement strategies, bringing together the interests of the industry, financial advisors and consumers under one umbrella.

IRI’s mission is to: encourage industry adherence to highest ethical principles; promote better understanding of the insured retirement value proposition; develop and promote best practice standards to improve value delivery; and advocate before public policy makers on critical issues affecting insured retirement strategies and the consumers that rely on their guarantees. Visit today to experience the vast resources of the Insured Retirement Institute for yourself.


Andrew Simonelli