Articles from IRALOGIX

IRALOGIX, a leading fintech provider in the retirement industry, today announced the appointment of seasoned financial services and fintech executive Cynthia Dash to its Board of Directors.

A new national survey commissioned by IRALOGIX, the retirement industry’s leading fintech provider, reveals a striking public demand for early financial education: 60% of Americans say they would have better money habits today if schools had taught them the basics. Despite the real-world importance of budgeting, credit, saving, and investing, most adults say they entered adulthood financially unprepared – and they’re still paying the price.

IRALOGIX, the retirement industry’s leading fintech provider, today announced the appointment of Susan Canavari as Chief Marketing Officer, a newly created executive position established to accelerate the company’s next phase of growth and market expansion.

IRALOGIX, the retirement industry’s leading fintech provider, today announced the launch of its Workplace Retirement Plan Portal – a fully digital, white-labeled platform that modernizes employer-sponsored IRAs through automation, real-time self-service and seamless data handling.

The IRALOGIX Retirement Readiness Index (IRRI) held steady at 45.1 in the second quarter of 2025, down slightly from 45.8 in Q1. This stability comes even as 43% of respondents say they’ve lost confidence in the economy and 71% worry that inflation will erode their retirement savings. An IRRI score below 50 signals “Moderate Risk,” meaning many pre-retirees could struggle to maintain their standard of living in retirement without enough savings, healthcare planning, or financial confidence.

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.

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 security and peace of mind.

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.

IRALOGIX, a leading retirement industry fintech provider, today announced that Pete Littlejohn has been named President of the company, effective immediately.

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 number of retirees navigate this phase without a structured plan, choosing to withdraw funds as needs arise rather than following a consistent decumulation strategy. In contrast, only about one-quarter of respondents reported using a systematic approach, drawing down their savings based on a fixed annual percentage.

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 of December.

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.

A new survey unveils fresh insights into the retirement experiences and financial preparedness of baby boomers who retired in the past two to five years, along with some practical advice from respondents for future retirees. At first glance, retired boomers appear to be a contented lot, with many reporting that their financial situation in retirement is “better” or “as they anticipated” and that they don’t need to "unretire" and start working again due to economic necessity. Those responses, however, are counterbalanced by significant challenges, including adapting to fixed incomes, coping with rising living costs, feeling socially disconnected, and managing healthcare expenses, along with a heavy reliance on Social Security as a critical income source.

IRALOGIX, a leading retirement industry fintech provider, today announced that Dave Bernard stepped down as chief executive officer effective immediately. The board has appointed Peter de Silva as the new CEO of IRALOGIX. de Silva has been an IRALOGIX investor and board member for the past two years. He is a nationally recognized and highly accomplished financial industry executive.

IRALOGIX, a leading retirement industry fintech provider, today announced a partnership with PensionPlus, an innovative decumulation solution that makes it easy for retirement plan participants to create a highly personalized retirement plan designed to last for their entire lives while keeping their current investments.

A new survey reveals how millennials are reshaping the retirement landscape, defining it by financial independence rather than an age-based benchmark. The study, which marks a new understanding of retirement planning’s shifting paradigms, surveyed millennials nationwide, shedding light on the evolving attitudes and behaviors surrounding their retirement readiness, retirement confidence, and consumer debt. The survey was commissioned by IRALOGIX, a retirement industry fintech provider, and took place in February 2024.

A new survey reveals a bleak outlook for the retirement prospects of countless American working women, with many saying retirement is completely off the table as financial necessity is compelling them to continue working during what under normal circumstances would be their retirement years. The “Women’s Road to Retirement” survey was commissioned by IRALOGIX, a retirement industry fintech provider, and took place late July through late August 2023.

IRALOGIX, a leading innovator in financial technology advancements that harnesses the power of its proprietary technology to offer white-label IRA-focused retirement solutions to every segment of the wealth management industry, regardless of account size or type, today announced the hire of Charles Gautreaux as CTO. Gautreaux started his new role on July 31, 2023, and reports to David Bernard, CEO.

IRALOGIX, a leading innovator in financial technology advancements that harnesses the power of its proprietary technology to offer IRA-focused retirement solutions to every segment of the wealth management industry, regardless of account size or type, today called on Congress to better serve the needs of low-income retirement savers.

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 to every segment of the wealth management industry, regardless of account size or type, today announced the addition of two industry leaders to continue its rapid acceleration and continued expansion throughout the industry.