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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LABOR DEPARTMENT WITHDRAWS ANNUITY SAFE HARBOR DIRECT FINAL RULE
Action Taken After Comments Filed by IRI, Others WASHINGTON, D.C. – The U.S. Department of Labor (DOL) withdrew a direct…
PROPOSED NJ INDEPENDENT CONTRACTOR RULE COULD HINDER RETIREMENT PLANNING
Rule Might Reduce Number of Independent Financial Planners, Insurance Agents WASHINGTON, D.C. – A New Jersey proposed rule to change…
July News Articles
News articles in which IRI is mentioned or quoted. 401(k) Specialist – Industry Groups React to ‘One Big Beautiful Bill’…