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iraLogix Acquires Integrated Retirement

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iraLogix Acquires Integrated Retirement to Accelerate Growth

IRI expands the company’s business-critical go-to-market consulting services

Pittsburgh, PA (January 22, 2019): iraLogix, Inc., an innovative technology-based IRA recordkeeper, announces it has acquired Integrated Retirement Initiatives, LLC, (IRI) a first-tier provider of retirement product design, go-to-market consulting, training and compliance solutions for financial institutions. Integrated Retirement, a widely-respected organization, will operate under its own name as a division of iraLogix, Inc.

iraLogix delivers modular, fully paperless, white-labeled IRA recordkeeping solutions that enable financial institutions to easily customize their offerings and compete in all segments of the IRA market. The acquisition of IRI responds to a growing demand by institutional clients for business-critical consulting on product design, go-to-market strategy, implementation training, education and compliance program support.

“Integrated Retirement has long been lauded for its talent, expertise and commitment to client success. Their team is well positioned to help us accelerate our delivery of outstanding technology and service expertise to the retirement industry” said David Bernard, iraLogix’s CEO. He added, “They immediately augment our capacity to respond to the growing demand for expert marketing, legal and technical resources needed to launch and support highly competitive IRA programs.”

Pam O’Rourke, Sr. Vice President and ERISA Counsel for Integrated Retirement added “The iraLogix and Integrated Retirement teams have an aligned philosophy and approach to advising clients on how to build and maintain best-in-class retirement plan products. With this merger, we are well-positioned to provide clients with both technology and consulting expertise they need to be successful in all aspects of their retirement business.”

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