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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IRI VISION: A MORE SECURE RETIREMENT FOR AMERICA’S WORKERS AND RETIREES
Congress and the Trump Administration need to turn their attention to a critical financial challenge facing many Americans – retirement…
A MORE SECURE RETIREMENT FOR AMERICA’S WORKERS AND RETIREES
IRI Seeks to Jumpstart Debate on Next Comprehensive Retirement Legislation WASHINGTON, D.C. – Congress should prioritize new retirement security legislation…
September News Articles
News articles in which IRI is mentioned or quoted. Financial Advisor Magazine – RILAs Continue Their Wild Ride JD Supra…