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.
Stay Informed
Latest News
August News Articles
News articles in which IRI is mentioned or quoted. 401k Specialist – IRI to DOL: Don’t Undermine Annuity Access in…
LABOR DEPARTMENT WITHDRAWS ANNUITY SAFE HARBOR DIRECT FINAL RULE
Action Taken After Comments Filed by IRI, Others WASHINGTON, D.C. – The U.S. Department of Labor (DOL) withdrew a direct…
PROPOSED NJ INDEPENDENT CONTRACTOR RULE COULD HINDER RETIREMENT PLANNING
Rule Might Reduce Number of Independent Financial Planners, Insurance Agents WASHINGTON, D.C. – A New Jersey proposed rule to change…