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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September News Articles
News articles in which IRI is mentioned or quoted. Financial Advisor Magazine – RILAs Continue Their Wild Ride JD Supra…
IRI: DEPARTMENT OF LABOR GUIDANCE SHOULD SUPPORT FLEXIBLE, ACCESSIBLE POOLED EMPLOYER PLANS FOR SMALL BUSINESSES
WASHINGTON, D.C. – The Insured Retirement Institute (IRI) submitted comments to the U.S. Department of Labor (DOL) on a proposed…
IRI VISION: COLLABORATION IS THE NEW INNOVATION
Reliable data sharing is what makes integrations work, and consistency across the industry is what allows them to be reused…