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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IRI VISION: FINAL RULES, OPEN QUESTIONS – IRI’S COMPLIANCE & IMPLEMENTATION PROGRAM
A new rule or regulation is finalized. Comment periods close, statements are issued, and the policy conversation moves on. But…
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…
July News Clips
News Articles IRI is quoted or mentioned. 401k Specialist – IRI and ACLI Applaud CLEAR Forms Act Think Advisor –…