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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DFA1: Highlights from the 2026 IRI Conference
In the May episode of DFA1, Katherine Dease, Chief Technology and Innovation Officer, reviews the Digital First for Annuities committee…
STATEMENT FROM THE INSURED RETIREMENT INSTITUTE ON PRESIDENT TRUMP’S EXECUTIVE ORDER EXPANDING ACCESS TO RETIREMENT PLANS
WASHINGTON, D.C. – The Insured Retirement Institute (IRI) issued a statement by Wayne Chopus, President and CEO, in response to…
April News Clips
News Articles IRI is quoted or mentioned. 401k Specialist – Industry Leaders React to DOL Proposal Expanding Alternatives to 401(k)s…