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 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.
Insight May 2021
Advisor Spotlight - Angela Brill, Cetera, tells us about her practice, her views on managing clients & investments, & how...