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Upcoming Events


  • VISION2020

    Sep 9 - 12, (ET)
    Chicago, IL, United States

OPS & TECH COMMITTEES

​Ops&Tech eSignature Modernization Working Group  

The E-Signature Working Group is working to drive eSignature adoption. Members from insurance carriers, technology-forward distributors, solution providers come together to advance widespread Engagement, Utilization, and Standardization.

Ops&Tech Framework and Conformity Working Group  
The IRI Ops & Tech Framework & Conformity Working Group is comprised of insurance carrier, distributor and industry solution provider members with technical expertise and an ability to understand the implications of change requests to industry standard formats. This group is charged with continuous improvement to the industry standards that led to App/Sub automation including PPfA, NBfA and data flows up and down stream. Further, the IRI Framework & Conformity Working Group is the forum for thought leadership providing the foundation for widespread adoption of new industry technologies, best practices and features.

Ops&Tech Full Committee  
The full IRI Ops & Tech Committee is comprised of members whose primary focus is within the insured retirement operations or technology segment of their organization.  The group is composed of Carriers, Broker-Dealer/Distributors, Solution Providers and Industry Utilities. This group receives periodic updates regarding the initiatives under IRI Ops & Tech Working Groups.

Ops&Tech In-Force Transactions Working Group  
The IRI Ops & Tech In-Force Transaction Working Group is comprised of insurance carrier members, distributor members and industry solution providers supporting automated post-issue transactions. This group is charged with ensuring early stage post-sale transaction technologies and processes are built in a repeatable manner to avoid costs during increased adoption.

Ops&Tech L&A Working Group  
The IRI Ops & Tech License & Appointment Working Group is comprised of insurance carrier members, distributor members, transaction automation service providers and technology firms with solutions in the L&A automation arena. The License & Appointment landscape is fragmented and lacking in homogeneity. The goal of this working group is to review current methods used by Carrier, Broker-Dealer Distributors and Solution Providers to ensure uniformity and efficiency across processes, technologies and providers.

Ops&Tech New Business Regulation Working Group  
Ops&Tech New Business Regulation Working Group

Ops&Tech Replacement Automation Working Group  
The IRI Replacement Automation Working Group is comprised of Operations Administration, Money Settlement and Solution leaders within Insurance Industry Carriers, Distributors and Solution Providers. The purpose of this committee is to develop the next generation of Replacement Solutions, Standards & Best Practices that provide Real ROI & vast processing improvements in Speed, Customer & Partner Servicing. This is accomplished by identifying, creating and supporting adoption of Building Block Initiatives that eliminate replacement time sinks and roadblock and bring the industry to Straight-Through-Replacement Processing.

​Co-Chairs: Sean Hooper (Symetra), Denice Beights (Lincoln Financial), Cheri DeBoer‐Stinson (Cooperative Technologies)​

Ops&Tech Senior Steering Committee (SSC)  
The IRI Ops & Tech Senior Steering Committee (SSC) is the parent committee for all of our Ops & Tech work. The SSC is comprised of senior level management from Carriers, Distributers and Solution Providers with a desire to improve client and advisor experience, lower cost through industry efficiency and lead technologically.

Ops&Tech Utopia Review Board  
Ops&Tech Utopia Review Board

OTHER IRI COMMITTEES

Join an IRI committee by submitting the Join a Committee form.

Advisor Advisory Council

Frank O'Connor 

Asset Managers Committee
The Asset Managers Committee serves as a voice for asset manager members of IRI. The committee works collaboratively with distributor and insurer members to strengthen and expand the overall health and growth of the insured retirement industry.  The Asset Managers Committee provides thought leadership and guidance to the IRI Board of Directors, membership and staff, from the asset manager perspective, in the development and expansion of the association and the insured retirement industry.
Jane Forsythe 
Shani Armon 

Broker-Dealer Committee
Jane Forsythe 
Shani Armon 

Cybersecurity Task Force
Jason Berkowitz 

Fraudulent Activity Working Group
John Jennings 

Government Affairs Advisory Council (GAAC)
The Government Affairs Advisory Committee provides a forum for sharing information and developing consensus positions on legislative and regulatory proposals relating to the regulation of annuities and other guaranteed lifetime income products by Congress and federal regulatory agencies. The Committee also assists IRI staff in its efforts to advocate for consensus positions on such proposals.
Paul Richman 

Member Services Committee
The Member Services Committee advises and assists the IRI Board of Directors and staff to engage, expand, and retain its membership base.  Through member outreach, the Committee will enable the association to meet its membership and financial goals and objectives as set forth by the IRI Board.  The Committee also identifies and communicates the value provided by IRI to members and prospective members.
Jane Forsythe 
Shani Armon 

National Retirement Planning Coalition
John Jennings

NY Reg 187 Implementation Sub-Group
Jason Berkowitz 

Older Investors Task Force
Paul Richman

Public Relations Committee
The Public Relations Committee improves and enhances the brand of insured retirement strategies through earned media in top-tier publications that reach multiple core audiences.  The Committee works to become a “first phone call resource” for the media and IRI members for both positive media and crisis management issues.  The Committee also works to broaden the awareness and increase the understanding of insured retirement strategies among broker/dealers and financial advisors, and to lead the industry on the utilization of new media in the promotion of insured retirement strategies, positioning IRI as a social networking thought leader.
Dan Zielinski
Laura Dunn 

Retirement Plans and Tax Regulatory and Advocacy Committee
The Retirement Plans and Tax Regulatory and Advocacy Committee provides a forum for sharing information and developing consensus positions on legislative and regulatory proposals relating to retirement security and the regulation of retirement plans. The Committee also assists IRI staff in its efforts to advocate for consensus positions on such proposals.
Jason Berkowitz 

Retirement Research Committee
The Retirement Research Committee exists to develop the new Retirement Income Guide (replacing the current version published in 2013), inform and determine IRI research priorities for 2018, and serve in an editorial function regarding content. The Retirement Research Committee also establishes meaningful discussion agendas for the committee in-person meetings to help committee members learn from each other, develops best practices for addressing industry issues and capitalizing on opportunities, and informs IRI’s research efforts.
Frank O'Connor 

Securities Regulatory and Advocacy Committee
The Securities Regulatory and Advocacy Committee provides a forum for sharing information and developing consensus positions on legislative and regulatory proposals relating to the regulation of annuities and other guaranteed lifetime income products under federal and state securities laws. The Committee also assists IRI staff in its efforts to advocate for consensus positions on such proposals.  
Jason Berkowitz 

Standard of Conduct Working Group
Jason Berkowitz 

State Affairs Committee
The State Affairs Committee provides a forum for sharing information and developing consensus positions on legislative and regulatory proposals relating to the regulation of annuities and other guaranteed lifetime income products under state insurance and securities laws. The Committee also assists IRI staff in its efforts to advocate for consensus positions on such proposals.
Jason Berkowitz 

VA Summary Prospectus Working Group
Jason Berkowitz 
Frank O'Connor