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 PASSES RETIREMENT FAIRNESS FOR CHARITIES AND EDUCATIONAL INSTITUTIONS ACT
WASHINGTON, D.C. – The Insured Retirement Institute (IRI) issued a statement by Paul Richman, Chief Government and Political Affairs Officer,…
FINANCIAL ALLIANCE FOR RACIAL EQUITY NAMES IRI’s SHANI ARMON TO BOARD OF DIRECTORS
WASHINGTON, D.C. – The Financial Alliance for Racial Equity (FARE) named Shani Armon, Chief Membership and Marketing Officer with the…
IRI VISION: PROTECTING VULNERABLE RETIREES
IRI and the insured retirement industry’s commitment to championing retirement security for America’s workers and retirees includes working to increase…