Plotnick Becomes IRI Director of Research

The Insured Retirement Industry has hired Lisa Plotnick as director of research, a new position IRI has created to establish itself as a research leader.

Plotnick has worked in the financial services industry for 20 years, with a particular focus on annuities. She has spent the past five years at Cerulli Associates as a director, where she authored numerous research studies, including “Variable Annuity Asset Management: Growing Assets in a New Environment.”

Before that, she was vice president and director of variable annuity research at Financial Research Corp. and held various positions at John Hancock Life, was an actuarial assistant in the defined benefit valuation group at William M. Mercer and was a policy analyst for the City of New York.

“Over the course of the past 18 months, IRI has made tremendous progress in establishing the institute as a go-to resource for trusted data, information and research,” said IRI President and CEO Cathy Weatherford. “The addition of Lisa to our team will solidify IRI as an industry leader in research. It will help us expand our research offerings, increasing the quality and quantity of data and information our members, the media and consumers have come to rely on.”