iraLogix Acquires Integrated Retirement to Accelerate Growth

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iraLogix logo

The Integrated Retirement team is well positioned to help us accelerate our delivery of outstanding technology and service expertise" ~David Bernard

iraLogix, Inc., an innovative technology-based IRA recordkeeper, announces it has acquired Integrated Retirement Initiatives, LLC, (IRI) a first-tier provider of retirement product design, go-to-market consulting, training and compliance solutions for financial institutions. Integrated Retirement, a widely-respected organization, will operate under its own name as a division of iraLogix, Inc.

iraLogix delivers modular, fully paperless, white-labeled IRA recordkeeping solutions that enable financial institutions to easily customize their offerings and compete in all segments of the IRA market. The acquisition of IRI responds to a growing demand by institutional clients for business-critical consulting on product design, go-to-market strategy, implementation training, education and compliance program support.

“Integrated Retirement has long been lauded for its talent, expertise and commitment to client success. Their team is well positioned to help us accelerate our delivery of outstanding technology and service expertise to the retirement industry” said David Bernard, iraLogix’s CEO. He added, “They immediately augment our capacity to respond to the growing demand for expert marketing, legal and technical resources needed to launch and support highly competitive IRA programs.”

Pam O’Rourke, Sr. Vice President and ERISA Counsel for Integrated Retirement added “The iraLogix and Integrated Retirement teams have an aligned philosophy and approach to advising clients on how to build and maintain best-in-class retirement plan products. With this merger, we are well-positioned to provide clients with both technology and consulting expertise they need to be successful in all aspects of their retirement business.”

About iraLogix:
iraLogix is an industry-leading provider of technology-enabled, fully paperless, white label IRA recordkeeping solutions. The company’s recordkeeping and technology solutions enable any financial institution to easily customize their IRA offering and compete effectively in all segments of the IRA market. Through modular technology, clients have the choice to use their internal investment or advisory capabilities or select from a number of industry leading providers, as desired. Regardless of market strategy, iraLogix can streamline your IRA service options and expand your business. For more information, please visit

About Integrated Retirement:
As a provider of content and training solutions, Integrated Retirement is focused exclusively on helping financial organizations navigate the challenges of an increasingly complex retirement plan marketplace. Integrated Retirement’s attorneys, consultants, writers, and trainers bring deep industry expertise and significant hands-on professional insight to the development of customized, practical, and cost-effective solutions. Integrated Retirement is located in Baxter, Minnesota. For more information please visit

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