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. inc.com/inc5000/2024

Treasury regs clarify beneficiary distribution requirements. Get the answer to one of the most pressing questions for beneficiaries and their advisors. iralogix.com/finally-final-…

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. iralogix.com/courts-delay-d…

The New DOL Fiduciary Rule was delayed by a Texas Court but not PTE 2020-02. Here is our take. iralogix.com/court-delays-n…

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. iralogix.com/how-and-when-t…

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. iralogix.com/retired-baby-b…

The DOL’s new definition of fiduciary investment advice takes effect Sept. 23, 2024. See our IRALOGIX Brief for information on the new rules.iralogix.com/dol-finalizes-…

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 is excited to announce our new CEO, Peter de Silva. iralogix.com/iralogix-annou…

Employee Benefit News followed up with an article on our Millennials and retirement survey. Check it out. benefitnews.com/news/millennia…

Interesting article on PensionPlus and IRALOGIX offering clients a spend down strategy. 401kspecialistmag.com/pensionplus-ir…

IRALOGIX welcomes Jennifer Plese to the team and Director of Marketing. See more iralogix.com/iralogix-appoi…

DOL recently released proposed regulations on Auto-Portability of retirement accounts. Here is our take. iralogix.com/auto-portabili…

Guidance on IRA provisions of 2.0 came out recently. Here is our take. iralogix.com/new-irs-guidan…

Here is IRALOGIX's latest update on the new Fiduciary Rule named the Retirement Security Rule. iralogix.com/dol-proposes-n…

IRALOGIX was heavily quoted in this Employee Benefits News article on Women and Savings. benefitnews.com/news/why-women…

IRALOGIX is glad to support this initiative. prnewswire.com/news-releases/…

IRALOGIX is quoted in this great article on Plan Adviser about women and investing. planadviser.com/security-benef…

New Fiduciary Rules are about to be released. iralogix.com/upcoming-relea…

Interesting article on addressing retirement savings. post-gazette.com/opinion/guest-…