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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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…
FIRST PAPERLESS REPLACEMENT TRANSACTION MARKS A NEW ERA OF DIGITAL EXPERIENCE FOR ANNUITIES
WASHINGTON, D.C. – The first paperless transaction for replacement annuity business occurred today thanks to a process developed through a…