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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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March 9, 2023

IRI VISION: MAKE RETIREMENT MORE “SECURE”

The SECURE Act and the SECURE 2.0 Act are two new laws embodying sweeping changes that will generate billions more…

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March 8, 2023

IRI VISION: ESG IS A-OK

Congress recently adopted a Congressional Review Act resolution to block a Department of Labor (DOL) rule governing the use of…

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March 1, 2023

IRI VISION: COURTS REFUSE TO “ROLLOVER” ON DOL FIDUCIARY RULE

IRI believes financial professionals should act in their clients’ best interest. That’s why our association advocated for the existing regulatory…

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