Integrated Retirement’s team of ERISA experts understand the retirement plan industry from all perspectives. Our consultative process ensures that our solutions are relevant and effective for your intended audience.
Asset managers/mutual fund companies
Defined contribution investment only
IRA rollover providers
401(k) recordkeepers and TPAs
Topics and Subject Matter
Defined contribution retirement plans including 401(k) and 403(b)
IRA-based employer plans – SEP and SIMPLE IRA plans
Traditional and Roth IRAs
Health Savings Accounts (HSAs)
Retirement plan regulatory and industry updates
Business development and growth strategies
Fiduciary best practices (both for financial advisors and plan sponsors)
Plan committee best practices
Plan health – key metrics and strategies
Fees and fee disclosure
Qualified plan design
Plan administration (for both service providers and plan sponsors)
Our clients span a broad spectrum of the retirement industry & include some of the most successful names in the business. To hear more about how we would approach the specific challenges you face, please contact us.
Our mission is to use our deep retirement plan expertise and broad industry experience to help financial organizations build and distribute integrated retirement solutions.