Press Release

Iralogix Launches First-of-Its-Kind Digital Platform to Expand Retirement Access for Small and Mid-Size Employers

Issued by IRALOGIX

Aug. 5, 2025

Fully Digital, White-Labeled Platform Automates Plan Setup and Contribution Management

PITTSBURGH -- 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.

This release marks a significant step forward in IRALOGIX’s mission to bring scalable, affordable retirement solutions to businesses of all sizes-including the millions of small businesses traditionally overlooked by legacy retirement infrastructure.

“Workplace IRAs have been underserved by modern technology for too long,” said Pete Littlejohn, IRALOGIX President and Co-founder. “We built this platform from the ground up to meet the specific needs of small and mid-sized employers. It brings modern tools and automation to businesses that want to do right by their employees but don’t have the time or resources to navigate outdated manual processes.”

A Modern Platform Built for Access and Scale

Small and mid-sized employers offering SEP, SIMPLE or Payroll Deducted IRAs have historically dealt with slow, error-prone systems that rely on spreadsheets, faxes or call centers. The new platform eliminates those hurdles. Employers can now quickly onboard employees, manage contributions and securely exchange data in a streamlined interface, making retirement plan administration as easy as running payroll.

Two Audiences, One Seamless Experience

For Partners:

The platform is a turnkey, white-labeled solution that seamlessly fits into existing workplace offerings. Partners gain a scalable platform they can brand as their own without incurring infrastructure or service burdens, while retaining control of the client relationship and expanding their reach across the plan market.

For Employers:

This platform makes it easy for employers to offer something truly meaningful: a path to retirement security for their employees. With intuitive tools to manage plans, update contributions, and track activity, no spreadsheets or phone calls, employers can finally provide retirement benefits without the burden of complexity. It’s a simple way to support the people who keep their businesses running.

Designed from the Ground Up

Unlike platforms retrofitted from legacy 401(k)s the IRALOGIX solution was purpose-built to handle the nuances of employer-sponsored IRAs. It’s the first and only platform that combines self-service capabilities, full partner branding, and end-to-end automation in a single unified interface.

“Retirement access shouldn’t be a luxury only large employers can afford to offer,” said Littlejohn. “We’re leveling the playing field by giving small and growing business the tools they need to build a better financial future for their employees.”

About IRALOGIX™

IRALOGIX is redefining the $17 trillion IRA marketplace through its industry-leading technology-enabled, fully paperless, white-label IRA record-keeping and technology solutions. The company’s proprietary technology solutions enable any financial institution to easily customize its IRA offering and compete effectively in all segments of the IRA market, regardless of account size. Through modular technology, institutional clients have the choice to use their internal investment or advisory capabilities or select from key industry-leading providers. IRALOGIX complements your market strategy, streamlines your IRA service options, and helps you expand your business across all segments of the industry, profitably. For more information, please visit www.iralogix.com.

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