News
Stay Up To Date With What’s New, Next And Noteworthy At IRALOGIX.
DOL Finalizes New Fiduciary Rule
April 29, 2024
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 advice to a retirement plan sponsor or […]
READ ARTICLEIRALOGIX Announces CEO Transition
April 10, 2024
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 new CEO of IRALOGIX. de Silva has been an IRALOGIX investor and […]
READ ARTICLE6th annual WealthTech100 names the companies you can’t afford to miss
April 3, 2024
IRALOGIX recognized by FinTech Global as one of their WealthTech 100 companies for 2024.
READ ARTICLEIRALOGIX TEAMS UP WITH SHLOMO BENARTZI AND PENSIONPLUS TO OFFER PERSONALIZED RETIREMENT SPENDING SOLUTION
April 2, 2024
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 personalized retirement plan designed to last for their entire lives while keeping their current investments. According […]
READ ARTICLESurvey Reveals New Era of Financial Independence as Millennials Seek to Redefine Retirement
March 12, 2024
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 new survey reveals how millennials are reshaping the retirement landscape, defining it by […]
READ ARTICLEIRALOGIX APPOINTS JENNIFER PLESE DIRECTOR OF MARKETING
February 15, 2024
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 her new position February 5 and reports to Pete Littlejohn, Chief Revenue Officer. “Jennifer has spent […]
READ ARTICLETogether with our partners, IRALOGIX is closing the retirement access gap and redefining what’s possible in IRA management, by creating scalable access, sustainable growth, and a stronger future for every investor.
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