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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August News Clips
News Articles IRI is quoted or mentioned. Plan Sponsor – DOL Investment Safe Harbor May Not Do Much for Retirement…
IRI VISION: FINAL RULES, OPEN QUESTIONS – IRI’S COMPLIANCE & IMPLEMENTATION PROGRAM
A new rule or regulation is finalized. Comment periods close, statements are issued, and the policy conversation moves on. But…
IRI TO SENATE COMMITTEE: ADVANCE RETIREMENT PLAN INVESTMENT CHOICE PARITY FOR TEACHERS, HEALTHCARE WORKERS, AND OTHER NONPROFIT EMPLOYEES
WASHINGTON, D.C. – The Senate Banking, Housing, and Urban Affairs Committee will hear testimony on the challenges Main Street businesses…