Operations

Developing Operations for Better Customer Service throughout the Industry

Objectives

1. To provide a forum for the exchange of ideas and information on operations.
2. To identify opportunities for industry conformity and improvement in operations and service areas within the industry.

Committee Initiatives

1. Articulation of the industry blueprint for automation.
2. Sponsored DTCC ACATS.
3. OpsXchange Forum.
4. The Insured Retirement Institute STP Standards Initiative.

Committee Meetings

1. In person: During the IRI Compliance and Regulatory Affairs Conference and as needed.
2. WebEx meetings: Regularly, as needed.

Committee Participation

The committee has 161 members, representing 54 companies.

How Do I Join?

You must be a member of the Insured Retirement Institute to participate. Complete this form to be added to this committee.

Committee Leadership

The Insurer Co-chair: Don Mockler, Lincoln Financial
The Distributor Co-chair: Beth Maziad, Raymond James

Insured Retirement Institute Liaison

Karen Alvarado, Vice President of Compliance and Regulatory Affairs