Retirement Readiness Starts at the Paycheck, Not the Portfolio
The retirement industry has asked the same question for years: “How do we get more people retirement-ready?” We’ve spent decades building products, designing plans, and improving access to investment options, but if we’re being honest, the results have been uneven at best. Participation rates remain stagnant in too many segments. Millions of workers, especially those […]
Why Small-Balance IRAs Deserve a Bigger Place in the Retirement Conversation
For decades, the retirement industry has helped millions of Americans plan and save for the future. It’s done a lot of good. But let’s be honest: the system wasn’t built for everyone. It was built for efficiency. For scale. For those who already had money. The traditional playbook focused on maximizing assets under management and […]
IRALOGIX Celebrates 10 Years of Retaining Assets and Driving Revenues for Wealth Management Partners
IRALOGIX, the retirement industry’s leading fintech provider, today marked its 10th anniversary, underscoring a decade of growth, innovation, and impact in reshaping how the wealth management industry serves retirement investors. “What makes IRALOGIX stand out is how we’ve balanced innovation with execution,” said Peter de Silva, CEO. “We’re constantly improving, but always focused on solving […]
How AI Can Revolutionize Retirement’s Hidden Infrastructure
Every day, the retirement industry processes billions of transactions, from contribution deposits to investment changes to loan applications. Behind each of these seemingly simple activities often lies a complex web of file transfers — digital handoffs that have remained stubbornly analog in function, if not in form. While these behind-the-scenes processes may be invisible to […]
Peter J. de Silva: America needs to help financially strapped Americans save for retirement
The retirement system isn’t meeting today’s needs, let alone tomorrow’s. Concerns about the long-term stability of Social Security have shaken public confidence, and for many workers, personal savings options are limited or out of reach. Congress has a real chance to fix our fractured retirement system in the new tax bill. But using retirement policy […]
Maximizing IRAs, 401(k)s in a fast-shifting retirement space
This year promises to bring significant developments in the IRA and small business retirement space as a convergence of policy shifts, tax reform discussions and evolving workforce demographics reshape the 2025 retirement landscape. Advisors and wealth managers should pay careful attention to the changing environment to best position their clients for long-term success. Of the […]
IRALOGIX Launches National Retirement Readiness Index; Americans Score 45.8 in Q1 2025, Exposing Broad Gaps in Pre-Retirees’ Financial Preparedness
Retirement Planning Falls Short for Some, Underscoring Gap Between Intent and Action Many Americans Unprepared for Life After Work Healthcare is Retirement Wild Card IRALOGIX, the retirement industry’s leading fintech pioneer, today announced the debut of the IRALOGIX Retirement Readiness Index (IRRI), a comprehensive national benchmark built to track Americans’ preparedness to retire with financial […]
IRALOGIX Named to 2025 WealthTech100; Recognized as Wealth Management Technology Innovator for Third Successive Year
PITTSBURGH, PA – April 2, 2025 – IRALOGIX, a leading provider of cloud-based, fully paperless IRA recordkeeping and technology solutions for the wealth management industry, has been named to FinTech Global’s prestigious 2025 WealthTech100 list. This is the third consecutive year the company has earned this honor. The WealthTech100 recognizes companies tackling some of the […]
Retirement Savings Distribution and Tax Relief for California Wildfire Victims
California wildfires have destroyed lives, homes, and livelihoods. The extent of the destruction and costs will continue to expand. IRALOGIX extends our deepest sympathies to all who are affected and our gratitude to all who are sending aid and risking their lives to help. It’s little consolation, but it may be helpful in the coming […]
Navigating Changes in IRA Compliance
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 […]