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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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July 1, 2025

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…

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June 5, 2025

May News Articles

News articles in which IRI is mentioned or quoted. Plan Adviser – Beyond the Annuity Puzzle: Rewiring the Psychology of…

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May 29, 2025

IRI ANNOUNCES CHANGES TO EXECUTIVE COMMITTEE AND NEW BOARD MEMBERS

WASHINGTON, D.C. – The Insured Retirement Institute (IRI) announced three new representatives to its Board of Directors: Dominic Blue, Head…

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