IN THE MEDIA
What is Not Fiduciary Advice Under the DOL’s New Rule?
The Department of Labor’s (DOL) new definition of fiduciary investment advice for retirement investors becomes effective September 23, 2024. Under the new rule, more brokers, advisors, and insurance agents will be held to an ERISA fiduciary standard when providing individualized recommendations to r...
DOL Finalizes New Fiduciary Rule
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 (DOL) has updated the rule under ERISA and the Internal Revenue Code that defines when a person is a fiduciary for providing nondiscretionary advi...
IRALOGIX Announces CEO Transition
Dave Bernard steps down; board appoints Peter de Silva to lead company into its next growth phase IRALOGIX, a leading retirement industry fintech provider, today announced that Dave Bernard stepped down as chief executive officer effective immediately. The board has appointed Peter de Silva as the n...
6th annual WealthTech100 names the companies you can’t afford to miss
IRALOGIX recognized by FinTech Global as one of their WealthTech 100 companies for 2024.
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...