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In the July edition of DFA1, Katherine Dease, Chief Technology and Innovation Officer, IRI, touts several recent Digital First for Annuities (DFA) standards that will deliver more efficiency, scalability, cost reductions, financial professional satisfaction, and access. She also cites recent IRI research that aligns some financial professional concerns with DFA’s work.

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August 6, 2026

IRI TO SENATE COMMITTEE: ADVANCE RETIREMENT PLAN INVESTMENT CHOICE PARITY FOR TEACHERS, HEALTHCARE WORKERS, AND OTHER NONPROFIT EMPLOYEES

WASHINGTON, D.C. – The Senate Banking, Housing, and Urban Affairs Committee will hear testimony on the challenges Main Street businesses…

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July 31, 2026

July News Clips

News Articles IRI is quoted or mentioned. 401k Specialist – IRI and ACLI Applaud CLEAR Forms Act Think Advisor –…

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July 16, 2026

IRI STATEMENT ON SEC-PROPOSED REGULATION E-DELIVERY

WASHINGTON, D.C. –  The Insured Retirement Institute (IRI) issued the following statement from Emily Micale, Director, Federal Regulatory Affairs, on…

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