IRALOGIX is redefining the IRA industry through its industry-leading technology-enabled, fully paperless, white-label IRA record-keeping technology solutions.
Joined July 2017
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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
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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…
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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…
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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…
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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…
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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…
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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…
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IRALOGIX is excited to announce our new CEO, Peter de Silva. iralogix.com/iralogix-announ…
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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…
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Interesting article on PensionPlus and IRALOGIX offering clients a spend down strategy. 401kspecialistmag.com/pensio…
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IRALOGIX welcomes Jennifer Plese to the team and Director of Marketing. See more iralogix.com/iralogix-appoin…
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DOL recently released proposed regulations on Auto-Portability of retirement accounts. Here is our take. iralogix.com/auto-portabilit…
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Guidance on IRA provisions of 2.0 came out recently. Here is our take. iralogix.com/new-irs-guidanc…
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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…
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IRALOGIX was heavily quoted in this Employee Benefits News article on Women and Savings. benefitnews.com/news/why-wom…
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IRALOGIX is glad to support this initiative. prnewswire.com/news-releases…
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IRALOGIX is quoted in this great article on Plan Adviser about women and investing. planadviser.com/security-ben…
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New Fiduciary Rules are about to be released. iralogix.com/upcoming-releas…
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Interesting article on addressing retirement savings. post-gazette.com/opinion/gue…
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