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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HOUSE LEGISLATION TO PROVIDE INVESTMENT CHOICE PARITY FOR RETIREMENT PLANS SERVING TEACHERS, HOSPITAL WORKERS, CLERGY, AND NON-PROFIT EMPLOYEES
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