iralogix

IN THE MEDIA

IRALOGIX APPOINTS JENNIFER PLESE DIRECTOR OF MARKETING

27-Year Wells Fargo Alum Brings deep participant-centric marketing expertise helping investors succeed financially  Pittsburgh, PA, February 12, 2024 – IRALOGIX, a leading retirement industry fintech provider, today announced the appointment of Jennifer Plese as Director of Marketing. Plese assumed ...

Auto-Portability – An Optional Rollover Service

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 charge a fee for conducting “automatic portability transactions.” Although Auto-Portability is designed to help workers manage their ...

New IRS Guidance on the New Roth SEPs and SIMPLEs

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 some of the changes made by the Act. This guidance, Notice 2024-02, provides information on 12 provisions from SECURE 2.0, including the provi...

DOL Proposes New Fiduciary Investment Advice Rule

In its third attempt to update a 1975 regulation defining when a financial professional is providing fiduciary investment advice to retirement investors, the Department of Labor (DOL) is proposing a new “Retirement Security” rule that would require a uniform standard of conduct for more types of fin...

Morningstar Investment Management & Envestnet Team Up to Deliver Personalized IRAs

NEWS PROVIDED BY Envestnet 06 Nov, 2023, 08:00 ET _______________________________________  New Managed Accounts Offering Will Enable Asset Management Firms to Offset High Cost of Administering IRA The IRA Accounts and Servicing will be Powered by Leading Fintech Company, IRALOGIX CHICAGO and BERWYN,...

Upcoming Release of the New Fiduciary Investment Advice Rule

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 clarifying the circumstances under which non-discretionary investment recommendations by advisors to retirement plans, plan participants...