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

Integrated Retirement Adds Participant Communications Expertise  (more...)

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

HSAs: Where Health Meets Wealth…  (more...)

Integrated Retirement Training  (more...)

Integrated Retirement Topics  (more...)

 
 
 

Customized Content

 
  Access to Subject Matter Experts

Expand your ability to build and deliver retirement plan content and valuable tools and resources by incorporating Integrated Retirement’s content services into your resource line-up.
  • White papers on emerging issues
  • Articles on timely technical and industry topics
  • Practice aids – checklists, worksheets, questionnaires
  • Newsletters specific to the targeted audience
  • DCIO value-adds
  • Practice guides providing deep insight into challenging subjects
Integrated Retirement’s content specialists are ERISA experts with hands-on experience in communicating complex ERISA technical concepts in a way that is both engaging and useful for a variety of players in the retirement industry:
  • Advisors
  • Plan sponsors
  • External & internal wholesalers
  • Call center & customer service representatives
  • Home office teams
  • Relationship managers & plan administrators
Integrated Retirement’s consultative process guides clients through topic selection and focus to ensure the content is relevant and effective for the intended audience.