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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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…
July News Articles
News articles in which IRI is mentioned or quoted. 401(k) Specialist – Industry Groups React to ‘One Big Beautiful Bill’…
IRI URGES LABOR DEPARTMENT TO KEEP SAFE HARBOR RULE
Withdrawal Could Disrupt Inclusion of Annuities in Workplace Retirement Plans WASHINGTON, D.C. – A U.S. Department of Labor (DOL) proposal…