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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HOUSE LEGISLATION TO ADD RETIREMENT PLANNING TO FEDERAL STUDENT LOAN RECIPIENTS’ FINANCIAL LITERACY COUNSELING PROGRAM
Initiative Included in IRI’s Federal Retirement Security Blueprint WASHINGTON, D.C. – Legislation introduced recently would add retirement planning and saving…
Insight October 2021
This month's issue of IRI Insight features resources for guiding clients through the process of legacy planning.
INFLATION POWERS LARGEST SOCIAL SECURITY BENEFITS BOOST SINCE 1982
IRI: Protected Lifetime Income Streams Should Be Incorporated into Retirement Income Plans WASHINGTON, D.C. – The largest boost to Social…