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Insured Retirement Institute

Trade or professional group Insurance

Insured Retirement Institute is listed as a trade or professional group in Insurance. It has filed 7 comment letters on 7 proposed federal rules between 2023 and 2026, most often with the Securities and Exchange Commission. Of those rules, 2 were withdrawn.

Type
Trade or professional group
Industry
Insurance
Comment letters
7
Rules commented on
7
First letter
2023-04-11
Latest letter
2026-09-21
Agencies most often
Securities and Exchange Commission (4); Employee Benefits Security Administration (2); Securities and Exchange Commission (1)

Activity by year

20232
20241
20251
20263

Letters

2026

Electronic Delivery of Information Under the Federal Securities Laws

S7-2026-25Securities and Exchange Commission · filed 2026-09-21 · filed as “Insured Retirement Institute, Inc.”

Registered Offering Reform

S7-2026-17Securities and Exchange Commission · filed 2026-07-27

Requirement To Provide Paper Statements in Certain Cases-Amendments to Electronic Disclosure Safe Harbors

EBSA-2026-0034Labor Department, Employee Benefits Security Administration · filed 2026-04-29 · filed as “Insured Retirement Institute, Inc.”

2025

Pooled Employer Plans: Big Plans for Small Businesses

EBSA-2025-0069Labor Department, Employee Benefits Security Administration · filed 2025-11-17 · filed as “Insured Retirement Institute, Inc.”

2024

Customer Identification Programs for Registered Investment Advisers and Exempt Reporting Advisers

S7-2024-02Treasury Department, Financial Crimes Enforcement Network, Securities and Exchange Commission · filed 2024-07-22 · filed as “Insured Retirement Institute, Inc.”

2023

Safeguarding Advisory Client Assets

S7-04-23Securities and Exchange Commission · filed 2023-05-08 Withdrawn 2025

Cybersecurity Risk Management for Investment Advisers, Registered Investment Companies, and Business Development Companies

S7-04-22Securities and Exchange Commission · filed 2023-04-11 Withdrawn 2025