In the April episode of DFA1, Katherine Dease, Chief Technology and Innovation Officer, announces three new Financial Transaction standards, and reminds viewers about the upcoming IRI 2026 Annual Conference.
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HOUSE COMMITTEE TO VOTE ON RETIREMENT PLAN PARITY, INVESTOR DISCLOSURE, AND SENIOR PROTECTION MEASURES
WASHINGTON, D.C. – The Insured Retirement Institute (IRI) is urging the House Financial Services Committee to approve three bipartisan bills…
IRI VISION: IRI BASELINE VALUES ARE BRINGING ANNUITIES INTO THE CONVERSATION
Annuities have long been overlooked in financial planning due to complex modeling requirements. Many financial professionals, especially those unfamiliar with…
HOUSE COMMITTEE PRESERVES VITAL RETIREMENT SAVINGS INCENTIVE
Budget Reconciliation Measure Clears Hurdle WASHINGTON, D.C. – The House Committee on Ways and Means voted to advance major provisions…