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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DFA1: New Standards for Faster Annuity Withdrawals
In the April episode of DFA1, Katherine Dease, Chief Technology and Innovation Officer, announces three new Financial Transaction standards, and…
March News Clips
News Articles IRI is quoted or mentioned. 401k Specialist – IRI Urges Congress to Mandate Lifetime Income Option in DC…
STATEMENT OF THE INSURED RETIREMENT INSTITUTE ON PROPOSED DOL ALTERNATIVE INVESTMENTS RULE
WASHINGTON, D.C. – The Insured Retirement Institute (IRI) is encouraged by the inclusion of lifetime income strategies in the proposed…