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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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March 9, 2024

WHITE HOUSE OFFICE OF MANAGEMENT AND BUDGET TO REVIEW HARMFUL LABOR DEPARTMENT FIDUCIARY INVESTMENT ADVICE RULE

WASHINGTON, D.C. – The Insured Retirement Institute (IRI) issued a statement today from Wayne Chopus, President and CEO, on the…

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March 8, 2024

HOUSE APPROVES TWO IRI PRIORITY ISSUES

403(b) Retirement Plan Parity and E-Delivery Legislation Head to Senate  WASHINGTON, D.C. – The U.S. House of Representatives passed two…

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March 7, 2024

IRI UNVEILS 2024 RETIREMENT SECURITY BLUEPRINT

WASHINGTON, D.C. – The Insured Retirement Institute (IRI) released its 2024 Retirement Security Blueprint with 33 proposals to enhance and…

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