In the latest episode of DFA1, Katherine Dease, Chief Technology and Innovation Officer, welcomes new Digital First for Annuities (DFA) Steering Committee chairs, previews IRI’s upcoming Hackathon, and shares news about upgraded features to the DFA Dashboard.
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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…
April News Articles
News articles in which IRI is mentioned or quoted. Plan Adviser – Retirement Industry People Moves – 3/28/25 401k Specialist…