Company News

Events and Conferences

CFP & CIMA Continuing Education, Pacific Life
Fiduciary Rule & Rollover Best Practices
No More Delays to the DOL Rule…Now What?
IRA Rollover – Where Best Practices Meet Best Interest

401(k) Retirement Plan Bootcamps, Private Client Event
Using Plan Design to Accelerate Growth in Plan Assets, QDIAs, 7 Tips to Enhance Plan Governance, Advising Rollovers, Advisor Support for Plan Sponsor and Participant Investment Responsibilities

401(k) Plan Sponsor SHRM Continuing Education, Pinnacle Investment Management
401(k) and Retirement Plan Check-ups: Avoiding Common Mistakes

CFP Continuing Education, Matrix Broadridge
New Solutions to Grow Your IRA Business
IRAs Today
Tackling Suitability and ‘Best Interest’ Challenges
Practice Management with Broker Dealers

401(k) Plan Sponsor SHRM Continuing Education, Flagship Capital Advisors
3 Steps to Managing Your ERISA Fiduciary Responsibilities

CFP Continuing Education, T. Rowe Price
Advisor Blueprint Webinar Workshop Series: Plan Governance, Common Sponsor Mistakes, Using Plan Design to Accelerate Growth in Plan Assets, Evaluating Plan Leakage, A Focus on Fees

National LINC 2017 – TD Ameritrade’s Advisor Conference & Pre-Conference Workshop
Litigation & Enforcement Trends, Plan Committee Best Practices, Advisor Support for Plan Sponsors

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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