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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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December 22, 2022

“ONE STEP CLOSER”

Landmark Retirement Security Legislation Included in Federal Spending Measure  WASHINGTON, D.C. – The Senate approved comprehensive retirement security legislation as part…

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December 20, 2022

14 IRI-ADVOCATED PROVISIONS INCLUDED IN SECURE 2.0 LEGISLATION

Congress to Vote on Omnibus Appropriations Legislation with Retirement Language  WASHINGTON, D.C. – Among the major provisions of retirement security…

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December 20, 2022

STATEMENT OF THE INSURED RETIREMENT INSTITUTE ON THE INCLUSION OF SECURE 2.0 PROVISIONS IN OMNIBUS APPROPRIATIONS LEGISLATION

WASHINGTON, D.C. – The Insured Retirement Institute (IR) issued a statement by Paul Richman, Chief Government and Political Affairs Officer,…

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