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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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’…
IRI URGES LABOR DEPARTMENT TO KEEP SAFE HARBOR RULE
Withdrawal Could Disrupt Inclusion of Annuities in Workplace Retirement Plans WASHINGTON, D.C. – A U.S. Department of Labor (DOL) proposal…