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Stay Up To Date With What’s New, Next And Noteworthy At IRALOGIX.
Navigating Changes in IRA Compliance
December 10, 2024
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 landscape. For financial institutions, maintaining a compliant IRA program is essential for meeting legal […]
READ ARTICLEIRALOGIX Names Pete Littlejohn President
December 10, 2024
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 the retirement marketplace,” said Peter de Silva, CEO of IRALOGIX. “Pete is not only a trusted […]
READ ARTICLENearly Half of Retirees Lack a Structured Decumulation Strategy, Raising Concerns Over Rapid Depletion of Savings, New Survey Finds
December 4, 2024
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 in managing withdrawals from their retirement savings—a process known as decumulation. Findings indicate that a significant […]
READ ARTICLEIRALOGIX Appoints Tom Albergo Chief Operations Officer
November 25, 2024
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. Albergo succeeds Christine Skatchke, who is retiring at the end […]
READ ARTICLEStructuring IRA Fees for Profitability and Competitiveness
November 8, 2024
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 revenue and client retention goals. Balancing these sometimes competing […]
READ ARTICLEInnovative IRA Programs: Meet the Diverse Needs of Investors
October 31, 2024
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 evolving demands of modern savers but also change the future of […]
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.
Change Your IRA Technology and Change What’s Possible.
IRALOGIX partners with leading institutions to make retirement saving possible for everyone. Connect with us to learn how technology, innovation, and collaboration can drive real impact.