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IRI Announces National Retirement Planning Week

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National Retirement Planning Week 2012 will take place April 9 to 13, The Insured Retirement Institute announced today.

Held during financial literacy month, National Retirement Planning Week is led by the National Retirement Planning Coalition, a group of prominent financial industry, education and advocacy organizations that have joined together to increase awareness of the need for comprehensive retirement planning.

IRIsays the coalition will host a kickoff conference call for reporters and unveil new research findings on Boomers’ retirement readiness at 10:30 a.m. eastern time. The call will include a panel representing coalition partners and industry experts. To register, email Andrew Simonelli at [email protected].

IRI all disclosed that the following events will take place during National Retirement Planning week:

Tuesday, April 10: The coalition will host a webinar for advisors at 1:30 p.m. eastern time featuring BlackRock Director of Investment and Retirement Education Chad Terry, who will discuss how Social Security can fit into a winning retirement strategy.

Wednesday, April 11: The American Savings Education Council and its partners will host a meeting at 9:00 a.m. eastern time at the Commodities Futures Trading Commission in Washington, D.C., to discuss new retirement trends, research and planning tools. Registration required.

The George Washington University School of Business and the Board of Governors of the Federal Reserve System will host a financial literacy seminar at 2 p.m. eastern time on the George Washington University campus in Washington, D.C.

Thursday, April 12: IRI and the National Retirement Planning Coalition will release a package of FINRA-reviewed client documents for financial advisors to help clients formulate a plan for a financially secure retirement.

To support these education efforts, the coalition maintains a year-round website——offering the latest resources to both consumers and financial professionals to help them stay focused on long-term financial goals. Throughout the week, additional materials will be made available at this site.

The coalition is headed by the IRI, and includes the America Saves, American Council of Life Insurers (ACLI), American Savings Education Council (ASEC), Americans for Secure Retirement (ASR), Center for Retirement Research at Boston College, Consumer Federation of America (CFA), Defined Contribution Institutional Investment Association (DCIIA), Employee Benefit Research Institute (EBRI), Financial Services Institute (FSI), Financial Services Roundtable (FSR), Jump$tart Coalition, National Association for Fixed Annuities (NAFA), NICSA, Retirement Income Industry Association (RIIA), The American College, The Aspen Institute, and the Women’s Institute for a Secure Retirement.


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