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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IRI UNVEILS 2022 RETIREMENT SECURITY BLUEPRINT
WASHINGTON, D.C. – The Insured Retirement Institute (IRI) released its 2022 Federal Retirement Security Blueprint detailing the association’s federal legislative…
LOTTERY DREAMS and LIFETIME RETIREMENT INCOME
TheStreet.com published an op-ed by IRI President & CEO Wayne Chopus. “While very few people will win a lottery, millions…
NEW LEGISLATION WOULD ALLOW LIFETIME INCOME PRODUCTS AS DEFAULT RETIREMENT PLAN INVESTMENT
Bipartisan legislation to eliminate a barrier preventing lifetime income products as default investment choices in retirement plans was introduced today.