IRI has created an Operations and Technology tool to search for key documents, best practices, summaries, and other materials that are accessible by category or committee.
Digital First for Annuities Implementation and Adoption Dashboard
IRI’s Digital First for Annuities dashboard tracks active and planned implementations of digital-first initiatives.
Digital First for Annuities
Learn more about how IRI is driving innovation to modernize the annuity industry through its Digital First for
Annuities initiative.
Digital First for Annuities Roadmap
The Digital First for Annuities Roadmap provides a view into active Digital First initiatives. Firms should get involved in the initiatives that they plan to implement.
IRI Baseline Values
A report of baseline values that is updated quarterly and is provided to help simplify the modeling of deferred annuity products within financial planning tools & processes for an initial, directional result.
Digital First for Annuities Successes Executive Summary
The Digital First for Annuities initiative is gaining momentum and seeing early success addressing key friction points in the annuity space. Find out how the work IRI is leading is driving Annuity Growth Through Modernization, Innovation, and Seamless Integration.
Digital First for Annuities Hackathon Executive Summary
In February 2025, IRI held a competitive Digital First Experience – an Industry Wide Hackathon where distributors, carriers, and solution providers quickly prototyped ideal user experiences.
Digital First for Annuities Standards Executive Summary
Digital First for Annuities standards enable and enhance experiences throughout the entire annuity business lifecycle, enabling streamlined, unified processes from presale to payout. These industry standards will be made available to the public on GitHub, the Standard Hosting Platform.
Best Practice: RMD Values in DTCC POV Files
This best practice provides guidance on the data elements that are needed in the DTCC Positions and Valuations (POV) file to provide distribution with a complete record of RMD-related values for qualified deferred contracts.
Hackathon Journey Template
Template for Minimum Viable Products for the hackathon in February 2025