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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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November 22, 2021

ANNUITIES CAN PROTECT RETIREMENT PORTFOLIOS WHILE DELIVERING PROTECTED INCOME

Study Notes Challenges to Following the “Four Percent Rule” WASHINGTON, D.C. – A recent study questions a decades-old rule of…

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November 10, 2021

NEW BIPARTISAN RETIREMENT LEGISLATION INTRODUCED

Measure Includes Several IRI-Supported Measures WASHINGTON, D.C. – A House committee is expected to vote today on a new bipartisan…

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November 5, 2021

RETIREMENT PRODUCT INNOVATION BILL INTRODUCED IN SENATE

WASHINGTON, D.C.  – A bill to lower barriers to innovative retirement income products by requiring the U.S. Securities and Exchange…

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