Current Projects

Trainer

Real-World Solutions

Partner with Integrated Retirement to stay abreast of the legislative, regulatory, and market changes affecting the retirement plan industry and the business opportunities they create. We can help you communicate the new developments to internal and external audiences, provide business-building insights, and create useful tools and resources for advisors, plan sponsors, and participants.

Our Current Projects

  • 401(k) workshops for RIAs– live, interactive training developed and delivered collaboratively with 401(k) provider to successful wealth managers expanding their practices to include retirement plans
  • HSA training for advisors – on-demand training addressing the growing costs of healthcare in retirement and strategies for integrating Health Savings Accounts (HSAs) into a retirement savings strategy  
  • IRA rollover best practices training for advisors – on-demand training hosted by Integrated Retirement or delivered through the LMS of a broker-dealer
  • Participant education and communications guide for advisors – tools for building a strategy and sample 
  • Timely topics live webinars for advisors – live webinars addressing industry developments with continuing education (CE) credit for CFP and other industry designations
  • SEP/SIMPLE IRA on-demand training for advisors – on-demand training hosted by Integrated Retirement or delivered through the LMS of a broker-dealer 
  • Value-added resources for a DCIO – custom white papers, practice guides, and articles for specialist retirement advisors
  • Advisor-facing resources – business development and practice management articles and webinars to help advisors grow their retirement business and to provide the recordkeeper more opportunities for meaningful touch-points with advisors 
  • DOL Conflict of Interest rule training for a broker-dealer – customized training to roll out a regional broker dealer's policies and procedures 
  • IRA advisor training for broker-dealers – on-demand and live regional training to enhance advisor knowledge of IRAs, with emphasis on IRA rollovers
  • Plan sponsor training delivered through an RIA firm – regional meetings sponsored by RIAs to existing and prospective plan clients, with SHRM CE available
  • Participant rollover education for an IRA services provider – online video for plan participants who are terminating employment to help them evaluate rollovers vs. other distribution options
Contact Us

Todd Berghuis, Sr. ERISA Attorney at Integrated Retirement and ASPPA DOL subcommittee Chair, believes that “the DOL’s Conflict of Interest rule is dramatically changing the retirement plan industry, regardless of the ultimate fate of the rule. Institutions are adopting new policies and procedures for handling IRA rollovers and reshaping the scope of investment advice services – with or without the DOL’s rule.” 
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