Operations and Technology

Developing Operations for Better Customer Service throughout the Industry

Objectives

1. To provide a forum for the exchange of ideas and information on operations and technology affecting business processing and maintenance
2. To identify opportunities for industry conformity and improvement in operations, technology and service areas within the industry.
   

Current Working Groups

1. Data Conformity Working Group
2. Suitability Working Group

Committee Initiatives

1. Articulation of the industry blueprint for automation.
2. Sponsored DTCC ACATS.
3. OpsXchange Forum.
4. The Insured Retirement Institute STP Standards Initiative.

Committee Meetings

1. In person: During the IRI Compliance and Regulatory Affairs Conference and as needed.
2. Telephone conference meetings: Regularly, as needed.

Committee Participation

The committee has over 250 members, representing 75 companies.

How Do I Join?

You must be a member of the Insured Retirement Institute to participate. Complete this form to be added to this committee.

Leadership Group Chairs

Beth Maziad, Raymond James
Chris Stadler, Nationwide
Philip Sprague, Wells Fargo
Lorene Gordon, Pacific Life

Insured Retirement Institute Liaison

Karen Alvarado, Vice President of Compliance and Regulatory Affairs