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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SENIOR SECURITY ACT PASSES HOUSE
WASHINGTON, D.C. – The U.S. House of Representatives passed the Senior Security Act of 2025 (HR 1469) to strengthen financial…
June News Articles
News articles in which IRI is mentioned or quoted. Plan Sponsor – Retirement Industry People Moves Insurance News Net –…
CONGRESS PRESERVES TAX DEFERRAL OF RETIREMENT SAVINGS
One Big Beautiful Bill Act Sent to President for Signature WASHINGTON, D.C. – Congress preserved tax deferral of retirement savings…