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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 12, 2023

IRI URGES WHITE HOUSE TO CONSIDER MORE RETIREMENT SECURITY MEASURES

Cautions Administration about Impediments to Affordable Financial Advice WASHINGTON, D.C. – As efforts progress to implement a 2022 retirement security…

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July 6, 2023

IRI: GENERATION X SHORT ON RETIREMENT SAVINGS, LONG ON EXPECTATIONS

WASHINGTON, D.C. – Tens of millions of workers in Generation X (Gen X) will approach retirement uneasy about Social Security…

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June 29, 2023

IRI ANNOUNCES CHANGES TO BOARD OF DIRECTORS, EXECUTIVE COMMITTEE

WASHINGTON, D.C. – The Insured Retirement Institute (IRI) announced changes to its board of directors and executive committee. IRI Board…

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