TOOLS & TECHNOLOGY
NAPA FIRM PARTNERS
INTEGRATED RETIREMENT PITTSBURGH, PA • INTEGRATEDRETIREMENT.COM
KEY CONTACTS
Peter Littlejohn • 330.328.9627 • plittlejohn@iralogix.com Jayne Fahlen • 218.851.9725 • jfahlen@integratedretirement.com
FIRM PROFILE
Integrated Retirement, a division of iraLogix, is a first-tier provider of retirement industry expertise, professional development, customized content, and strategic resources to financial organizations to help them build and distribute integrated retirement solutions. iraLogix, Inc., an innovative technology-based IRA recordkeeper, provides modular, fully paperless, white-label IRA recordkeeping solutions that enable financial institutions to easily customize their offerings and compete in all segments of the IRA market.
IN BUSINESS SINCE
2008
PRODUCT/SERVICE CATEGORY
Consulting/Plan Design, Participant Communications, Software, Other
PRODUCT/SERVICE DESCRIPTION
• Custom content
• Professional development • Consulting • IRA recordkeeping technology Integrated Retirement’s deep expertise and extensive experience in the retirement industry helps financial organizations optimize available resources and positions them to use ERISA technical information and industry developments to create new business opportunities and to provide value-added service. iraLogix enables any IRA provider to seamlessly expand their IRA growth strategy, establish a true competitive edge and help more people save for retirement.
191 NAPA-NET.ORG