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 STATE OF THE INDUSTRY REPORT
Rebound, Progress Toward Digital Solutions, and High Potential for More Retirement Relief from Congress Expected WASHINGTION, D.C. – 2021 should…
IRI SUPPORTS CARDIN-PORTMAN RETIREMENT LEGISLATION
Prospects are improving for Congress to advance comprehensive retirement security legislation this year, which today announced its support for a...
SENATE RETIREMENT LEGISLATION INTRODUCED
Congress continues to signal strong, bipartisan interest in improving retirement savings opportunities and lifetime income choices for workers and retirees.