IN THE MEDIA
Navigating Changes in IRA Compliance
At IRALOGIX, we recognize that Individual Retirement Accounts (IRAs) are indispensable tools for securing a stable financial future. However, the effectiveness of an IRA program extends beyond selecting the right investments and features; it also involves compliance with an ever-changing regulatory ...
IRALOGIX Names Pete Littlejohn President
IRALOGIX, a leading retirement industry fintech provider, today announced that Pete Littlejohn has been named President of the company, effective immediately. “Since joining IRALOGIX, I have come to highly value Pete’s exceptional judgment, insightful perspectives, and extensive expertise in t...
Nearly Half of Retirees Lack a Structured Decumulation Strategy, Raising Concerns Over Rapid Depletion of Savings, New Survey Finds
401(k) Providers Gave Minimal or No Guidance on Decumulation Strategies as Retirement Approached, Almost Half of Respondents Say Retirees’ Biggest Challenge Managing Withdrawals: Understanding Range of Decumulation Options Available A new survey sheds light on the challenges retirees encounter...
IRALOGIX Appoints Tom Albergo Chief Operations Officer
IRALOGIX, a leading retirement industry fintech provider, today announced the appointment of Tom Albergo as Chief Operations Officer. Albergo will assume his new position on December 2, report to Peter de Silva, Chief Executive Officer, and be a member of the Company’s Executive Leadership Team. Alb...
Structuring IRA Fees for Profitability and Competitiveness
IRALOGIX provides the tools and insights needed to streamline your IRA program costs and create a fee structure that enables your institution to remain competitive and responsive to client needs. The fee structure for a financial institution’s IRA program plays a significant role in meeting both rev...
Innovative IRA Programs: Meet the Diverse Needs of Investors
IRAs have long served as essential tools to help reach retirement goals. However, as savers’ needs become more diverse and complex, legacy IRA programs could fall short. By leveraging advanced technology, IRALOGIX helps financial institutions deliver IRA programs that not only help meet the ev...