Lowell brings over 30 years of retirement industry experience to iraLogix. He oversees product development and operations.
Prior to iraLogix, he founded two previous start-ups in the record keeping space. The first was a recording keeping platform, now owned by The Standard, where Lowell designed and implemented the IRA rollover program and the web-based sales and plan implementation tool. Lowell’s second venture was a paperless IRA servicing company that he sold to a private fund.
Prior to his time in the private sector, Lowell spent nine years in the ERISA enforcement arm of the US Department of Labor. He is a widely published expert in the retirement plan space having been published by the likes of “The Journal of Deferred Compensation” and “USA Today Magazine.” In addition, he has been featured on CNBC’s Power Lunch.