Stay Up To Date With What’s New, Next And Noteworthy At IRALOGIX.

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 […]

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 […]

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 […]

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 […]

The financial services industry is fiercely competitive, which means customer retention isn’t just desirable—it’s essential. With IRALOGIX’s cloud-native solutions, institutions can offer strategic IRA features that transform simple transactions into long-term relationships, allowing clients to engage with a trusted partner as they navigate their financial journeys. Transform Customer Loyalty Well-crafted IRA solutions enable financial institutions […]

Advances in technology and innovative IRA solutions, such as those offered by IRALOGIX, provide financial advisors with a significant opportunity: help more clients simplify and optimize their retirement portfolios with IRA rollovers. IRALOGIX’s proprietary, cloud-native solution makes consolidating and managing retirement accounts easier, more efficient, and cost-effective for both advisors and investors. The Strategic Opportunity […]