IRI offering free tools, ideas to help advisors promote and participate in National Retirement Planning Week

WASHINGTON, D.C. – The Insured Retirement Institute (IRI) recently announced that National Retirement Planning Week 2015 will take place April 13-17, and IRI is providing access to a variety of materials to help advisors make the most of the campaign.

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 of the need for comprehensive retirement planning.

As part of efforts to promote National Retirement Planning Week, IRI is making several resources and materials available to advisors to help spread the message in their communities.

• Click here to access the National Retirement Planning Week 2015 participant kit.

The kit includes a checklist of ways to participate; a social media plan, a sample op-ed letter, a sample press release, newsletter copy, a list of NRPC members, and a variety of ad units/public service announcement options aligning advisors as proud sponsors of National Retirement Planning Week 2015.

Schedule of events and activities

Monday, April 13: IRI will host a kickoff conference call for journalists and unveil new research findings from its fifth annual report on Baby Boomers’ retirement expectations. The call will feature a panel representing financial literacy advocates and industry experts.

Tuesday, April 14: Social Security Day. Educational events and resources will focus on Social Security as part of a retirement strategy, including an IRI-hosted continuing education webinar for financial professionals. The webinar will be conducted in partnership with Franklin Templeton Investments and feature Fox Business columnist Gail Buckner.

Wednesday, April 15: IRI will convene a retirement security discussion during a Capitol Hill luncheon event at noon.

Thursday, April 16: Health Care in Retirement Day. Health care needs in retirement will be in the spotlight as IRI and HealthView Services partner to provide a continuing education webinar for financial professionals.

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 National Retirement Planning Coalition is led by the Insured Retirement Institute (IRI). Members of the coalition include: America Saves, American Academy of Actuaries, American Benefits Council, American Council of Life Insurers (ACLI), American Institute of Certified Public Accountants (AICPA), American Savings Education Council (ASEC), Association for Financial Counseling and Planning Education (AFCPE), Association of Ohio Life Insurance Companies, Center for Retirement Research at Boston College, CFA Institute, Defined Contribution Institutional Investment Association (DCIIA), Employee Benefit Research Institute (EBRI), Federal Citizen Information Center (FCIC) of the U.S. General Services Administration, Financial Services Institute (FSI), Financial Services Roundtable (FSR), FINRA Investor Education Foundation, Jump$tart Coalition, Life Insurance Association of Michigan, Life Insurance Council of New York (LICONY), LIMRA LOMA Secure Retirement Institute, Louisiana Department of Insurance, Minnesota Department of Commerce, Mississippi Department of Insurance, National Academy of Social Insurance (NASI), National Association for Fixed Annuities (NAFA), National Endowment for Financial Education, National Foundation for Credit Counseling, NICSA, Society of Actuaries, Texas Association of Life and Health Insurers, The American College, The Aspen Institute, Wisconsin Council of Life Insurers, Women’s Institute for a Secure Retirement (WISER), and WorldatWork.


About the Insured Retirement Institute: The Insured Retirement Institute (IRI) is the leading association for the retirement income industry. IRI proudly leads a national consumer coalition of more than 30 organizations, and is the only association that represents the entire supply chain of insured retirement strategies. IRI members are the major insurers, asset managers, broker-dealers/distributors, and 150,000 financial professionals. As a not-for-profit organization, IRI provides an objective forum for communication and education, and advocates for the sustainable retirement solutions Americans need to help achieve a secure and dignified retirement. Learn more