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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DFA1: Highlights from the 2026 IRI Conference
In the May episode of DFA1, Katherine Dease, Chief Technology and Innovation Officer, reviews the Digital First for Annuities committee…
STATEMENT FROM THE INSURED RETIREMENT INSTITUTE ON PRESIDENT TRUMP’S EXECUTIVE ORDER EXPANDING ACCESS TO RETIREMENT PLANS
WASHINGTON, D.C. – The Insured Retirement Institute (IRI) issued a statement by Wayne Chopus, President and CEO, in response to…
April News Clips
News Articles IRI is quoted or mentioned. 401k Specialist – Industry Leaders React to DOL Proposal Expanding Alternatives to 401(k)s…