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DFA1 is IRI’s short-form video series to highlight the progress, insights, and real-world success stories emerging from the Digital First for Annuities initiative. In this update, Katherine Dease, Chief Technology and Innovation Officer, Mark Francis, Director, Operations and Technology, and Hannah Pikus, Director, Digital First Standards review 2025 wins and offer a look ahead to 2026.

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July 3, 2025

CONGRESS PRESERVES TAX DEFERRAL OF RETIREMENT SAVINGS

One Big Beautiful Bill Act Sent to President for Signature  WASHINGTON, D.C. – Congress preserved tax deferral of retirement savings…

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July 1, 2025

SENATE PRESERVES VITAL RETIREMENT SAVINGS INCENTIVE

WASHINGTON, D.C. – The U.S. Senate today passed the One Big Beautiful Bill Act, a tax and budget reconciliation measure…

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June 5, 2025

May News Articles

News articles in which IRI is mentioned or quoted. Plan Adviser – Beyond the Annuity Puzzle: Rewiring the Psychology of…

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