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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IRI CONVENES INAUGURAL INDUSTRY “DIGITAL FIRST EXPERIENCE” EVENT
Top Technology Talent Devise Solutions to Reimagine How Annuities are Sold and Serviced WASHINGTON, D.C. – The Insured Retirement Institute…
January News Articles
News articles in which IRI is mentioned or quoted. 401k Specialist – House and Senate Reintroduce CITs in 403(b) Plans…
RETIREMENT PLAN PARITY LEGISLATION INTRODUCED IN HOUSE AND SENATE
WASHINGTON, D.C. – Legislation introduced this week in the House and Senate would establish parity for 403(b) retirement plans serving…