IN THE MEDIA
IRALOGIX TEAMS UP WITH SHLOMO BENARTZI AND PENSIONPLUS TO OFFER PERSONALIZED RETIREMENT SPENDING SOLUTION
Complementary accumulation and decumulation tools target retirement security for all IRALOGIX, a leading retirement industry fintech provider, today announced a partnership with PensionPlus, an innovative decumulation solution that makes it easy for retirement plan participants to create a highly pe...
Survey Reveals New Era of Financial Independence as Millennials Seek to Redefine Retirement
Retirement Redefined as Gateway to Greater Flexibility, Not Necessarily an Exit from the Workforce Millennials are Moderately Confident They’ll Have Sufficient Retirement Savings Majority Won’t be Swayed by Taylor Swift’s Endorsement of a Presidential Candidate Pittsburgh, PA, March 11, 2024 – A ne...
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...