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In the June episode of DFA1, Katherine Dease, Chief Technology and Innovation Officer, explains how IRI’s Digital First of Annuities initiative is answering the call to improve the annuity experience for financial professionals and consumers that will help unlock future growth.

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May 19, 2025

IRI VISION: IRI BASELINE VALUES ARE BRINGING ANNUITIES INTO THE CONVERSATION

Annuities have long been overlooked in financial planning due to complex modeling requirements. Many financial professionals, especially those unfamiliar with…

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May 14, 2025

HOUSE COMMITTEE PRESERVES VITAL RETIREMENT SAVINGS INCENTIVE

Budget Reconciliation Measure Clears Hurdle  WASHINGTON, D.C. – The House Committee on Ways and Means voted to advance major provisions…

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May 9, 2025

April News Articles

News articles in which IRI is mentioned or quoted. Plan Adviser – Retirement Industry People Moves – 3/28/25 401k Specialist…

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