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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

Profile for American Retirement Association

Black Book Addendum - 2018  

Black Book Addendum - 2018