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: CLOSING THE CLIENT EXPECTATION GAP
Recently, I spoke at the BISA Conference about a reality we can no longer ignore: the client of tomorrow is…
DFA1: Highlights from the IRI Digital First for Annuities Hackathon
In the latest episode of DFA1, Katherine Dease, Chief Technology and Innovation Officer, talks about the recent, successful IRI Hackathon…
IRI VISION: COURT DECISION RESTORES CHOICE AND ACCESS FOR RETIREMENT SAVERS
The federal court’s decision to vacate the Department of Labor’s 2024 “Retirement Security Rule” is welcome news for millions of…