IRALOGIX

IRALOGIX is redefining the IRA industry through its industry-leading technology-enabled, fully paperless, white-label IRA record-keeping technology solutions.

[IRALOGIX @iraLogix]

Today we were honored to be named one of Inc. 5000’s fastest growing private companies in America. Our ranking is a strong reflection of tremendous growth fueled by a forward-thinking culture.

https://t.co/bjdMpiScQK

[IRALOGIX @iraLogix]

Treasury regs clarify beneficiary distribution requirements. Get the answer to one of the most pressing questions for beneficiaries and their advisors.

https://t.co/6raDJ7ebpD

[IRALOGIX @iraLogix]

UPDATE: Northern District of Texas court grants stay of ALL PTE amendments issued with DOL fiduciary rule. Click on the article below to read more.

https://t.co/3qkaw1UqY4

[IRALOGIX @iraLogix]

The New DOL Fiduciary Rule was delayed by a Texas Court but not PTE 2020-02. Here is our take. https://t.co/UlLwJR9DKH

[IRALOGIX @iraLogix]

The DOL’s new fiduciary rule and expanded PTE 2020-02 are slated to take effect this September, but only partial compliance with the new PTE is required for the first year. Here’s a breakdown of what will be required.

https://t.co/R05jUFXVus

[IRALOGIX @iraLogix]

A tale of two realities: most retired baby boomers feel financially secure and fulfilled despite heavy reliance on Social Security, new IRALOGIX survey finds. Click for more details.

https://t.co/wDJWDqMDUn

[IRALOGIX @iraLogix]

The DOL’s new definition of fiduciary investment advice takes effect Sept. 23, 2024. See our IRALOGIX Brief for information on the new rules.https://t.co/bSb9E8heHo

[IRALOGIX @iraLogix]

As we continue to grow and deliver on our mission, we are excited to welcome Amy Raney, Tyler Watson and Hayden Chandler to the team!

[IRALOGIX @iraLogix]

IRALOGIX is excited to announce our new CEO, Peter de Silva. https://t.co/ELKha11qGY

[IRALOGIX @iraLogix]

Employee Benefit News followed up with an article on our Millennials and retirement survey. Check it out. https://t.co/DJftMVZJHx

[IRALOGIX @iraLogix]

Interesting article on PensionPlus and IRALOGIX offering clients a spend down strategy. https://t.co/j1zYYUapiY

[IRALOGIX @iraLogix]

IRALOGIX welcomes Jennifer Plese to the team and Director of Marketing. See more https://t.co/qbxtLxxuHG

[IRALOGIX @iraLogix]

DOL recently released proposed regulations on Auto-Portability of retirement accounts. Here is our take. https://t.co/EBJiEZyIb6

[IRALOGIX @iraLogix]

Guidance on IRA provisions of 2.0 came out recently. Here is our take. https://t.co/ckP9nvZowH

[IRALOGIX @iraLogix]

Here is IRALOGIX's latest update on the new Fiduciary Rule named the Retirement Security Rule. https://t.co/0cwWchSbYT

[IRALOGIX @iraLogix]

IRALOGIX was heavily quoted in this Employee Benefits News article on Women and Savings. https://t.co/k1wiO38iCY

[IRALOGIX @iraLogix]

IRALOGIX is glad to support this initiative. https://t.co/DKjCLa0wVQ

[IRALOGIX @iraLogix]

IRALOGIX is quoted in this great article on Plan Adviser about women and investing. https://t.co/wQCgOvwPad

[IRALOGIX @iraLogix]

New Fiduciary Rules are about to be released. https://t.co/xNiFnnn22U

[IRALOGIX @iraLogix]

Interesting article on addressing retirement savings. https://t.co/qNKzBDWJgy