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