The RSI is a knowledge company -- producing a synthesis of research, information, and new ideas.

Our work contributes to better understanding retirement security issues -- for both professionals serving the retirement market and retirees who need useful, straightforward information.

Our goal is to provide credible analysis and meaningful information in the areas of health care and finance as they relate to retirement.

educational publication

The Truth About Annuities and Retirement Income

The RSI’s first-of-its-kind publication offers a primer about annuities and retirement income. The first edition of July 2007 has been revised for 2010 onward.

“Adding a fixed annuity into the (retirement) portfolio mix optimizes income, especially once savings/investments deplete.” -- based on a retirement scenario in the publication.

For more details

2009 white paper

New publication "Retirement Security in the 21st Century: Considerations and Risks in Building the Infrastructure." Read more.

report

New publication "Breathing New Life into Retirement Portfolios: The Battleground for the Life Annuity" shows how personal safety is the first order of business for today's portfolios. Read more.