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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January News Articles
News articles in which IRI is mentioned or quoted. 401k Specialist – House and Senate Reintroduce CITs in 403(b) Plans…
RETIREMENT PLAN PARITY LEGISLATION INTRODUCED IN HOUSE AND SENATE
WASHINGTON, D.C. – Legislation introduced this week in the House and Senate would establish parity for 403(b) retirement plans serving…
FIRST PAPERLESS REPLACEMENT TRANSACTION MARKS A NEW ERA OF DIGITAL EXPERIENCE FOR ANNUITIES
WASHINGTON, D.C. – The first paperless transaction for replacement annuity business occurred today thanks to a process developed through a…