Weeklong Coalition Effort Seeks to Focus Nation’s Attention on Long-Term Financial Goals
WASHINGTON, D.C. – The Insured Retirement Institute (IRI) today announced that National Retirement Planning Week® 2014 will take place from April 7 to 11. 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.
National Retirement Planning Week® 2014 events and activities:
- Monday, April 7: IRI will host a kickoff conference call for reporters and unveil new research findings from its fourth 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 asimonelli@irionline.org.
- Tuesday, April 8: The Jump$tart Coalition will host its annual financial literacy awards dinner.
- Wednesday, April 9: 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 is required.
IRI and BlackRock will present a webinar for financial advisors on Social Security and its part within a winning retirement strategy. The webinar, scheduled for 2 p.m. eastern time, will feature Chad Terry, BlackRock’s Director of Investment and Retirement Education. - Thursday, April 10: IRI will convene a retirement security discussion during a Capitol Hill event at noon. More details to follow. To register, please email GovAffairs@irionline.org.
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: www.retireonyourterms.org.
The National Retirement Planning Coalition is led by the Insured Retirement Institute (IRI) and its partners, including: 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); 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; 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 the leading association for the retirement income industry. IRI proudly leads a national consumer coalition of more than 20 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 at www.irionline.org.
