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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SENATE FINANCE COMMITTEE UNANIMOUSLY APPROVES RETIREMENT MEASURE
WASHINGTON, D.C. – The Senate Finance Committee unanimously approved (28-0) the Enhance Americans Retirement Now (EARN) Act today. The measure…
IRI STATEMENT ON SENATE CONFIRMATION OF JAIME LIZÁRRAGA AND MARK UYEDA TO THE U.S. SECURITIES AND EXCHANGE COMMISSION
WASHINGTON, D.C. – Insured Retirement Institute (IRI) President and CEO Wayne Chopus issued the following statement regarding the U.S. Senate…
SENATE COMMITTEE PASSES RETIREMENT SECURITY MEASURE
WASHINGTON, D.C. – A Senate committee today approved a measure to expand employee access to workplace retirement plans. The Senate…