IRALOGIX APPOINTS JENNIFER PLESE DIRECTOR OF MARKETING
27-Year Wells Fargo Alum Brings deep participant-centric marketing expertise helping investors succeed financially Pittsburgh, PA, February 12, 2024 – IRALOGIX, a leading retirement industry fintech provider, today announced the appointment of Jennifer Plese as Director of Marketing. Plese assumed her new position February 5 and reports to Pete Littlejohn, Chief Revenue Officer. “Jennifer has spent […]
Auto-Portability – An Optional Rollover Service
The Department of Labor recently released a proposed regulation explaining a new exemption created by the SECURE 2.0 Act that allows specific providers to charge a fee for conducting “automatic portability transactions.” Although Auto-Portability is designed to help workers manage their retirement accounts when changing jobs, it’s crucial for plan sponsors and service providers to […]
New IRS Guidance on the New Roth SEPs and SIMPLEs
Almost one year after the SECURE 2.0 Act passed into law, the IRS is issuing guidance to help employers, IRA owners, and service providers begin implementing some of the changes made by the Act. This guidance, Notice 2024-02, provides information on 12 provisions from SECURE 2.0, including the provision that allows employees to designate SEP […]
DOL Proposes New Fiduciary Investment Advice Rule
In its third attempt to update a 1975 regulation defining when a financial professional is providing fiduciary investment advice to retirement investors, the Department of Labor (DOL) is proposing a new “Retirement Security” rule that would require a uniform standard of conduct for more types of financial transactions and investments, including one-time rollover advice. The […]
Morningstar Investment Management & Envestnet Team Up to Deliver Personalized IRAs
NEWS PROVIDED BY Envestnet 06 Nov, 2023, 08:00 ET _______________________________________ New Managed Accounts Offering Will Enable Asset Management Firms to Offset High Cost of Administering IRA The IRA Accounts and Servicing will be Powered by Leading Fintech Company, IRALOGIX CHICAGO and BERWYN, Pa., Nov. 6, 2023 /PRNewswire/ — The retirement groups within Morningstar Investment Management […]
Upcoming Release of the New Fiduciary Investment Advice Rule
The Department of Labor is on the verge of unveiling a forthcoming “Retirement Security” rule. This rule represents a fresh set of regulations aimed at clarifying the circumstances under which non-discretionary investment recommendations by advisors to retirement plans, plan participants, and IRA owners will trigger fiduciary status under ERISA and the Internal Revenue Code. When […]
NEW SURVEY PAINTS HARROWING PICTURE OF U.S. WOMEN’S ROAD TO RETIREMENT
NEW SURVEY PAINTS HARROWING PICTURE OF U.S. WOMEN’S ROAD TO RETIREMENT _______________________________________ Social Security Seen By Many as Retirement’s “White Knight” Retirement Accounts Prematurely Drained to Meet Expenses Trump, Kennedy 2024 Get Tepid Thumbs-Up from Women, But Most “Not Interested” in Any Potential Presidential Hopeful Regardless of Party Pittsburgh, PA, September 12, 2023 – A […]
IRALOGIX URGES CONGRESS TO PROTECT INTERESTS OF LOW-INCOME RETIREMENT SAVERS
IRALOGIX URGES CONGRESS TO PROTECT INTERESTS OF LOW-INCOME RETIREMENT SAVERS _______________________________________ Legislation is Required to Help Those Who Need it Most to Save for Retirement State-Mandated Retirement Plans Benefit Low-Income Workers, but an Even Playing Field is Required Pittsburgh, PA, July 25, 2023 – IRALOGIX, a leading innovator in financial technology advancements that harnesses […]
IRALOGIX Adds Two Senior Industry Experts to Leadership Team as It Continues to Revolutionize the IRA Landscape
IRALOGIX Welcomes Christine Skatchke as Chief Operating Officer; James Liberi Joins as Senior Director – Business Development and Strategic Partnerships Pittsburgh, PA, May 9, 2023 – IRALOGIX, a leading innovator in financial technology advancements that harnesses the power of its proprietary technology to offer IRA-focused retirement solutions access to institutional investments and leading advice services […]
New Slavic401k and IRALOGIX™ Partnership Delivers a Next-Generation IRA Solution to Accountholders with No Minimum Balance Requirement
NEWS PROVIDED BY Slavic401k Mar 08, 2023, 10:13 ET Complete Offering Positions Accountholders to Better Achieve Retirement Readiness, Including Access to Institutional Investment Options and Important Guidance BOCA RATON, Fla., March 8, 2023 /PRNewswire/ — Slavic401k, a leading provider of business retirement savings solutions for over 35 years announced its partnership with IRALOGIX™ to provide their clients with […]