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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June News Articles
News articles in which IRI is mentioned or quoted. Plan Sponsor – Retirement Industry People Moves Insurance News Net –…
CONGRESS PRESERVES TAX DEFERRAL OF RETIREMENT SAVINGS
One Big Beautiful Bill Act Sent to President for Signature WASHINGTON, D.C. – Congress preserved tax deferral of retirement savings…
SENATE PRESERVES VITAL RETIREMENT SAVINGS INCENTIVE
WASHINGTON, D.C. – The U.S. Senate today passed the One Big Beautiful Bill Act, a tax and budget reconciliation measure…