IRALOGIX Names Pete Littlejohn President
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 […]
Nearly Half of Retirees Lack a Structured Decumulation Strategy, Raising Concerns Over Rapid Depletion of Savings, New Survey Finds
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 Appoints Tom Albergo Chief Operations Officer
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 […]
Structuring IRA Fees for Profitability and Competitiveness
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 […]
Innovative IRA Programs: Meet the Diverse Needs of Investors
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 […]
Enhance Customer Retention with Strategic IRA Offerings
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 […]
Seize IRA Rollover Opportunities
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 […]
Rules for Rollover Recommendations
Determining when an investment professional is subject to a fiduciary standard of care for making a rollover recommendation to a retirement saver is challenging. Multiple agencies’ overlapping compliance requirements and fiduciary definitions complicate this determination. And the Department of Labor’s (DOL’s) thwarted efforts to revise its fiduciary rules leaves a trail of pockmarked guidance. Below […]
IRALOGIX Taps Keith Haas for CFO Role
[25-year Finance Executive of High-Growth Private and Public Tech Companies] Pittsburgh, PA, September 10, 2024 – IRALOGIX, a leading retirement industry fintech provider, today announced the appointment of Keith Haas as Chief Financial Officer. Haas assumed his new position September 3 and reports to Peter de Silva, Chief Executive Officer. “We are excited to welcome […]
Finally, Final RMD Regulations Clarify 10-Year Rule for Beneficiaries
Beneficiaries of retirement savings have been in limbo for the past 4½ years because the SECURE Act of 2019 (1.0) radically changed the beneficiary distribution rules and the Treasury/IRS proposed an interpretation of those rules that was unexpected and never finalized. That uncertainty ends now, as the IRS finalized its regulations on the required minimum […]