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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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March 3, 2026

IRI VISION: SHAPING THE FUTURE OF RETIREMENT SECURITY – IRI’s 2026 BLUEPRINT

As Congress and the Trump Administration consider next steps to strengthen workers’ and retirees’ financial futures, one thing is clear:…

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March 2, 2026

IRI ANNOUNCES ITS 2026 RETIREMENT SECURITY BLUEPRINT

WASHINGTON, D.C. – The Insured Retirement Institute (IRI) released its 2026 Retirement Security Blueprint, which includes 33 proposals to enhance…

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February 28, 2026

February News Clips

News Articles IRI is quoted or mentioned. Plan Sponsor – Annuity Sales Expected to Continue Growth in 2026 Think Advisor…

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