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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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September 9, 2021

HOUSE COMMITTEE CONSIDERS WORKPLACE RETIREMENT PLAN MEASURE

IRI Says Bill Will Advance Financial Equity, Security for Workers and Families WASHINGTON, D.C. – Nearly 40 million small business…

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August 31, 2021

IRI SURVEY SHOWS WORKERS NEED IMPROVED RETIREMENT SAVING HABITS AND MORE REALISTIC RETIREMENT EXPECTATIONS WHILE VALUING PROTECTED LIFETIME INCOME

WASHINGTON, D.C. – Most workers over age 40 have inadequate retirement savings and are not saving enough to catch up,…

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August 12, 2021

IRI STATEMENT ON THE RETIREMENT OF REP. RON KIND

By Wayne Chopus, President and CEO “The Insured Retirement Institute (IRI) offers our best wishes and congratulations to a champion…

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