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
HOUSE COMMITTEE PRESERVES VITAL RETIREMENT SAVINGS INCENTIVE
Budget Reconciliation Measure Clears Hurdle WASHINGTON, D.C. – The House Committee on Ways and Means voted to advance major provisions…
April News Articles
News articles in which IRI is mentioned or quoted. Plan Adviser – Retirement Industry People Moves – 3/28/25 401k Specialist…
IRI CONGRATULATES PAUL ATKINS ON CONFIRMATION AS SEC CHAIR
WASHINGTON, D.C. – The Insured Retirement Institute (IRI) congratulated Paul Atkins on the U.S. Senate’s vote to confirm his appointment…