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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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…
SENATE PRESERVES VITAL RETIREMENT SAVINGS INCENTIVE
WASHINGTON, D.C. – The U.S. Senate today passed the One Big Beautiful Bill Act, a tax and budget reconciliation measure…
May News Articles
News articles in which IRI is mentioned or quoted. Plan Adviser – Beyond the Annuity Puzzle: Rewiring the Psychology of…