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.
Stay Informed
Latest News
SENATE COMMITTEE HEARING EXPLORES RETIREMENT SECURITY MEASURES
WASHINGTON, D.C. – The Senate Health, Education, Labor, and Pensions (HELP) Committee will hold a hearing this week to examine…
IRI ISSUES FOURTH QUARTER 2020 ANNUITY SALES REPORT
WASHINGTON, D.C. – Sales of fixed and variable annuities ended the year at $207.5 billion, down 8.9 percent from 2019…
HOUSE COMMITTEE TO VOTE ON BIPARTISAN RETIREMENT LEGISLATION
Measure Will Improve Workplace Retirement Plans and Access to Lifetime Income Solutions IRI Letter to House Ways and Means Committee…