Press Release

MaxIRA and IRALOGIX Partner to Help Preserve and Protect Rollover Assets

Issued by MaxIRA

May 12, 2026

New Solution Helps Advisors Keep Assets and Client Relationships Intact When Plans End or Participants Leave

SCOTTSDALE, AZ — MaxIRA, an IRA platform designed to grow and protect retirement savings, today announced a partnership with IRALOGIX, the leading fintech retirement provider. The partnership addresses a long-standing gap in retirement plans: what happens to assets when participants leave or plans terminate.

MaxIRA uses IRALOGIX’s platform to offer participants access to low-cost, institutional shares and professionally screened investments with an option for guidance through Morningstar® Retirement Manager. Advisors earn administrative revenue on every rollover. Through MaxIRA, the advisor can retain visibility into plan-originated assets as balances grow, and preserve future opportunities as participants move through their financial lives.

“When a plan terminates or a participant voluntarily leaves the plan, participants should have a safe option at a fair price. Advisors who put the plans in place to begin with should be recognized when the plan they created terminates.”, said Ami Tully Lotka, President of MaxIRA. “The ecosystem of the 401(k) has provided a safe place for participants and a rollover to a self-directed IRA with MaxIRA creates a similar and familiar ecosystem to save for retirement.”

“Advisors put a lot of work into building these plans and relationships,” said Peter J. de Silva, CEO of IRALOGIX. “They shouldn’t lose that visibility the moment a participant 

leaves or a plan terminates. We’re thrilled to parther with MaxIRA to give them a better option at that exact moment.”

About MaxIRA

MaxIRA is designed for retirement assets in motion. Founded by John H. Lotka and Ami Tully Lotka, CFP whose careers each span over 40 years in the financial services industry. Their consulting firm, Maximum Impact Partners, has worked with over 100 financial services firms globally including long time consulting with 8 out of the top 10 retirement services companies in the U.S. MaxIRA brings institutional depth to the retirement plan rollover market. Built on IRALogix’s institutional-grade technology, MaxIRA gives participants a safe landing for their savings and plan partners a seamless way to manage the transition. Learn more at www.maxira.net

About IRALOGIX

IRALOGIX is modernizing the $18 trillion IRA market with fully digital, customizable retirement solutions that work for everyone – from the smallest to the largest institutions. Our cloud-based technology allows financial organizations to offer efficient, paperless IRAs under their own brand, without operational complexity or high costs. Designed to integrate seamlessly with your business, IRALOGIX supports both in-house teams and leading third- party providers. The result: a scalable, flexible platform that helps institutions grow, serve more clients, and stay competitive in an evolving retirement landscape. Learn more at www.iralogix.com.

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