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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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February 7, 2025

RETIREMENT PLAN PARITY LEGISLATION INTRODUCED IN HOUSE AND SENATE

WASHINGTON, D.C. – Legislation introduced this week in the House and Senate would establish parity for 403(b) retirement plans serving…

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January 27, 2025

FIRST PAPERLESS REPLACEMENT TRANSACTION MARKS A NEW ERA OF DIGITAL EXPERIENCE FOR ANNUITIES

WASHINGTON, D.C. – The first paperless transaction for replacement annuity business occurred today thanks to a process developed through a…

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January 27, 2025

GOLD MEDALIST AND WORLD CHAMPION KATIE LEDECKY TO KEYNOTE 2025 IRI ANNUAL CONFERENCE

WASHINGTON, D.C. – U.S. Olympic gold medal winner and World Champion swimmer Katie Ledecky will speak at the Insured Retirement…

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