Skip to content

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.

Stay Informed

Latest News

September 22, 2025

IRI SUPPORTS DRAFT REGULATORY GUIDANCE FOR NAIC BEST INTEREST MODEL

WASHINGTON, D.C. – The Insured Retirement Institute (IRI) supports revised regulatory guidance drafted for the National Association of Insurance Commissioners’…

Read more
September 18, 2025

IRI CONGRATULATES DANIEL ARONOWITZ ON CONFIRMATION AS ASSISTANT SECRETARY OF LABOR

WASHINGTON, D.C. – The Insured Retirement Institute (IRI) issued the following statement following the Senate’s confirmation of Daniel Aronowitz as…

Read more
August 29, 2025

August News Articles

News articles in which IRI is mentioned or quoted. 401k Specialist – IRI to DOL: Don’t Undermine Annuity Access in…

Read more
Scroll To Top