Company News


Events and Conferences

Private Client Event for Advisors, Building a 401(k) Practice

National LINC 2017 – TD Ameritrade’s Advisor Conference

CFP Continuing Education, T. Rowe Price
Advisor Blueprint Webinar Workshop Series

SHRM Continuing Education, Flagship Capital Advisors
3 Steps to Managing Your ERISA Fiduciary Responsibilities

CFP Continuing Education, Matrix Broadridge
DOL Update: Practice Management with Broker Dealers

Committees and Professional Associations

ASPPA Government Affairs Committee Member and Chairman of the DOL Subcommittee, ASPPA Designations

Certified Employee Benefits Specialist (CEBS) Designation

CFP Continuing Education Sponsor

ICB Approved Educational Program for CISP Certification and ICB Continuing Education Provider, CISP Certifications

NAPA Firm Partner

SHRM Continuing Education Sponsor

Women in Pensions Network Member

Press Releases and Announcements

Integrated Retirement, a leading provider of retirement plan content and training, has added Todd Berghuis to its team of ERISA experts.
(click here to learn more...)

Integrated Retirement Adds Participant Communications Expertise
(click here to learn more...)

Speaking at TD Ameritrade’s national conference, ERISA attorney Pam O’Rourke (log in may be required)
(click here to learn more...)

HSAs: Where Health Meets Wealth…
(click here to learn more...)
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