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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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August 11, 2025

LABOR DEPARTMENT WITHDRAWS ANNUITY SAFE HARBOR DIRECT FINAL RULE

Action Taken After Comments Filed by IRI, Others  WASHINGTON, D.C. – The U.S. Department of Labor (DOL) withdrew a direct…

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August 6, 2025

PROPOSED NJ INDEPENDENT CONTRACTOR RULE COULD HINDER RETIREMENT PLANNING

Rule Might Reduce Number of Independent Financial Planners, Insurance Agents WASHINGTON, D.C. – A New Jersey proposed rule to change…

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August 1, 2025

July News Articles

News articles in which IRI is mentioned or quoted. 401(k) Specialist – Industry Groups React to ‘One Big Beautiful Bill’…

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