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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June News Clips
News Articles IRI is quoted or mentioned. MarketWatch – The federal government plans to make it harder for you to…
IRI ANNOUNCES NEW BOARD MEMBERS
WASHINGTON, D.C. – The Insured Retirement Institute (IRI) announced the election of two new members to its Board of Directors: Alison…
IRI VISION: TURNING 401(K) SAVINGS INTO LIFETIME INCOME: IRI URGES DOL TO CLEAR THE PATH
The Real Retirement Question For most Americans, retirement planning begins with saving. But eventually, every worker faces a more important…