@iraLogix

IRALOGIX is redefining the IRA industry through its industry-leading technology-enabled, fully paperless, white-label IRA record-keeping technology solutions.

 Pittsburgh, PA
iralogix.com
Joined July 2017
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  • Following72
  • Followers44
Today we were honored to be named one of Inc. 5000’s fastest growing private companies in America. Our ranking is a strong reflection of tremendous growth fueled by a forward-thinking culture. inc.com/inc5000/2024

Inc. 5000 2024: Meet the Companies Building the Future

They thrived in spite of the pandemic, inflation, and supply chain woes. Here's what you can learn from their success.

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Treasury regs clarify beneficiary distribution requirements. Get the answer to one of the most pressing questions for beneficiaries and their advisors. iralogix.com/finally-final-r…

Finally, Final RMD Regulations Clarify 10-Year Rule for Beneficiaries - Iralogix

Beneficiaries of retirement savings have been in limbo for the past 4½ years because the SECURE Act of 2019 (1.0) radically changed the beneficiary

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UPDATE: Northern District of Texas court grants stay of ALL PTE amendments issued with DOL fiduciary rule. Click on the article below to read more. iralogix.com/courts-delay-do…

Courts Delay DOL’s New Fiduciary Package & PTEs - Iralogix

Two federal courts in Texas have granted plaintiffs’ requests to delay the effective date of the DOL’s new fiduciary rule, pending further court action. As a

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The New DOL Fiduciary Rule was delayed by a Texas Court but not PTE 2020-02. Here is our take. iralogix.com/court-delays-ne…

Court Delays New Fiduciary Rule & PTE 84-24, But Not PTE 2020-02 - Iralogix

A federal court in Texas has granted plaintiffs’ request to delay the effective date of the DOL’s new fiduciary rule that would have assigned ERISA fiduciary

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The DOL’s new fiduciary rule and expanded PTE 2020-02 are slated to take effect this September, but only partial compliance with the new PTE is required for the first year. Here’s a breakdown of what will be required. iralogix.com/how-and-when-to…

How and When to Comply with the DOL’s New Fiduciary Rule - Iralogix

Right now, investment professionals are deemed to be an ERISA fiduciary if their actions meet all factors of the 1975 Five-Part Test, which include providing

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A tale of two realities: most retired baby boomers feel financially secure and fulfilled despite heavy reliance on Social Security, new IRALOGIX survey finds. Click for more details. iralogix.com/retired-baby-bo…

Retired Baby Boomer Survey Results - Iralogix

A TALE OF TWO REALITIES: MOST RETIRED BABY BOOMERS FEEL FINANCIALLY SECUREAND FULFILLED DESPITE HEAVY RELIANCE ON SOCIAL SECURITY, NEW SURVEY REVEALS

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The DOL’s new definition of fiduciary investment advice takes effect Sept. 23, 2024. See our IRALOGIX Brief for information on the new rules.iralogix.com/dol-finalizes-n…

DOL Finalizes New Fiduciary Rule - Iralogix

Financial professionals working with retirement savers will be subject to a new rule that goes into effect on September 23, 2024. The Department of Labor

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As we continue to grow and deliver on our mission, we are excited to welcome Amy Raney, Tyler Watson and Hayden Chandler to the team!
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IRALOGIX is excited to announce our new CEO, Peter de Silva. iralogix.com/iralogix-announ…

IRALOGIX Announces CEO Transition - Iralogix

Dave Bernard steps down; board appoints Peter de Silva to lead company into its next growth phase

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Employee Benefit News followed up with an article on our Millennials and retirement survey. Check it out. benefitnews.com/news/millenn…

Millennials want financial independence to retire | Employee Benefit News

More than half of millennials are working toward financial independence, not a traditional exit from the workplace.

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Interesting article on PensionPlus and IRALOGIX offering clients a spend down strategy. 401kspecialistmag.com/pensio…

IRALOGIX Deal Means PensionPlus Now Available for IRAs

PensionPlus-IRALOGIX deal brings Shlomo Benartzi’s personalized retirement income planning tool to institutionally priced IRA accounts

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IRALOGIX welcomes Jennifer Plese to the team and Director of Marketing. See more iralogix.com/iralogix-appoin…

IRALOGIX APPOINTS JENNIFER PLESE DIRECTOR OF MARKETING - Iralogix

27-Year Wells Fargo Alum Brings deep participant-centric marketing expertise helping investors succeed financially

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DOL recently released proposed regulations on Auto-Portability of retirement accounts. Here is our take. iralogix.com/auto-portabilit…

Auto-Portability – An Optional Rollover Service - Iralogix

The Department of Labor recently released a proposed regulation explaining a new exemption created by the SECURE 2.0 Act that allows specific providers to

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Guidance on IRA provisions of 2.0 came out recently. Here is our take. iralogix.com/new-irs-guidanc…

New IRS Guidance on the New Roth SEPs and SIMPLEs - Iralogix

Almost one year after the SECURE 2.0 Act passed into law, the IRS is issuing guidance to help employers, IRA owners, and service providers begin implementing

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Here is IRALOGIX's latest update on the new Fiduciary Rule named the Retirement Security Rule. iralogix.com/dol-proposes-ne…

DOL Proposes New Fiduciary Investment Advice Rule - Iralogix

In its third attempt to update a 1975 regulation defining when a financial professional is providing fiduciary investment advice to retirement investors, the

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IRALOGIX was heavily quoted in this Employee Benefits News article on Women and Savings. benefitnews.com/news/why-wom…

Why women can't afford to retire | Employee Benefit News

A wage gap as soon as women enter the workforce — along with life-long financial hurdles like caregiving — prevent this demographic from prioritizing their long-term savings.

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IRALOGIX is glad to support this initiative. prnewswire.com/news-releases…

Morningstar Investment Management & Envestnet Team Up to Deliver Personalized IRAs

/PRNewswire/ -- The retirement groups within Morningstar Investment Management LLC ("Morningstar Retirement"), a subsidiary of investing insights firm...

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IRALOGIX is quoted in this great article on Plan Adviser about women and investing. planadviser.com/security-ben…

Security Benefit COO: There's Potential for Advisers to Work More With Women | PLANADVISER

A benefits expert shares barriers that affect women’s decisions to create a financial plan or find an adviser.

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New Fiduciary Rules are about to be released. iralogix.com/upcoming-releas…

Upcoming Release of the New Fiduciary Investment Advice Rule - Iralogix

The Department of Labor is on the verge of unveiling a forthcoming "Retirement Security" rule. This rule represents a fresh set of regulations aimed at

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Interesting article on addressing retirement savings. post-gazette.com/opinion/gue…

Lowell Smith: How to help older people without retirement savings

The road to retirement in the world’s dominant economic power is a tale of two cities. In contrast to the accumulated retirement savings of America’s...

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