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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STATES CONTINUE TO ADOPT NAIC BEST INTEREST MODEL REGULATION
IRI Reports Adoption Progress to State Legislative Conference WASHINGTON, D.C. – Nearly half of all states are likely to adopt…
HOUSE LEGISLATION TO ADD RETIREMENT PLANNING TO FEDERAL STUDENT LOAN RECIPIENTS’ FINANCIAL LITERACY COUNSELING PROGRAM
Initiative Included in IRI’s Federal Retirement Security Blueprint WASHINGTON, D.C. – Legislation introduced recently would add retirement planning and saving…
INFLATION POWERS LARGEST SOCIAL SECURITY BENEFITS BOOST SINCE 1982
IRI: Protected Lifetime Income Streams Should Be Incorporated into Retirement Income Plans WASHINGTON, D.C. – The largest boost to Social…