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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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December 2, 2022

GEORGIA, WYOMING CLOSING IN ON BEST INTEREST STANDARD

Adoption of Model Regulation Will Protect Consumers, Preserve Choice of Investment Advice  WASHINGTON, D.C. – Georgia and Wyoming are poised…

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November 22, 2022

STATEMENT OF THE INSURED RETIREMENT INSTITUTE ON THE U.S. DEPARTMENT OF LABOR’S FINAL ESG RULE

WASHINGTON, D.C. – Today, the U.S. Department of Labor (DOL) issued a final rule governing the use of environment, social,…

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November 14, 2022

IRI NAMES KATHERINE DEASE AS CHIEF TECHNOLOGY AND INNOVATION OFFICER

WASHINGTON, D.C. – The Insured Retirement Institute (IRI) named Katherine Dease as Chief Technology and Innovation Officer. In this role,…

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