In the September edition of DFA1, Katherine Dease, Chief Technology and Innovation Officer, IRI, hails a major program milestone: 50,000 paperless transactions for annuity exchanges, replacements, and transfers. She explains how this success should trigger adoption of other DFA standards to eliminate more friction points, improve the process for more financial professionals, and help expedite annuities into consumers’ hands.
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DFA1: New Standards for Faster Annuity Withdrawals
In the April episode of DFA1, Katherine Dease, Chief Technology and Innovation Officer, announces three new Financial Transaction standards, and…
March News Clips
News Articles IRI is quoted or mentioned. 401k Specialist – IRI Urges Congress to Mandate Lifetime Income Option in DC…
STATEMENT OF THE INSURED RETIREMENT INSTITUTE ON PROPOSED DOL ALTERNATIVE INVESTMENTS RULE
WASHINGTON, D.C. – The Insured Retirement Institute (IRI) is encouraged by the inclusion of lifetime income strategies in the proposed…