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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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…
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