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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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April 23, 2024

LABOR DEPARTMENT RULE WILL WORSEN RETIREMENT INSECURITY

Millions of Consumers Stand to Lose Access to Professional Financial Guidance WASHINGTON, D.C. – Millions of retirement savers will lose…

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April 23, 2024

STATEMENT BY WAYNE CHOPUS, PRESIDENT AND CEO, INSURED RETIREMENT INSTITUTE

WASHINGTON, D.C. – Today, the U.S. Department of Labor (DOL) will announce the final version of the “Retirement Security Rule:…

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April 5, 2024

COALITION FOR EQUITY IN WHOLESALING NAMES IRI’s CHRISTINA BRADY TO BOARD OF DIRECTORS

WASHINGTON, D.C. – The Coalition for Equity in Wholesaling named Christina Brady, Chief Operating Officer with the Insured Retirement Institute…

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