About Integrated Retirement

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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...)


Made-to-Order Training

  Focused, Cost-Effective Solutions

Expand your training resources through Integrated Retirement’s programs with flexible customization and implementation options.

Integrated Retirement has designed and built thousands of custom retirement plan training programs for a broad range of audiences. Applying this extensive experience, Integrated Retirement’s team has developed high quality, cost-effective made-to-order training solutions.

  Foundational 401(k) Training for Advisors
  This educational program helps advisors navigate the technical information and gain the industry insights that are essential for selling and servicing 401(k) plans.
  • 7 self-paced, 30-minute courses
  • Flexible delivery options & devices (e.g., PC, iPad)
  • Accepted By CFP Board for continuing education credits

  Fiduciary Education for 401(k) Plan Sponsors
  This educational program is designed to help plan sponsors understand their ERISA fiduciary role and introduce them to the service providers that can provide investment and administrative support. Both new and existing plan sponsors and plan committee members will benefit from the clear and concise overview of the regulatory framework and day-to-day realities of managing a 401(k) plan.
  • 5 self-paced, 20-minute courses
  • Flexible delivery options (e.g., on-demand, web download, USB card, scripted presentations)
  • Eligible for SHRM professional development credits
  Key IRA Concepts for Advisors
  This series of courses guides advisors through the regulatory framework and IRA marketplace to help advisors evaluate the growing importance of IRAs both for capturing dollars rolling out of employer plans and as a key component of their clients' wealth management and estate planning strategies.
  • 6 self-paced, 30-minute courses
  • Flexible delivery options & devices (e.g., PC, iPad)
  • Accepted by CFP Board for continuing education credits
  IRA School for IRA Administrators, Call Center Specialists
  This in-depth review of the rules governing Traditional and Roth IRAs, and SEP and SIMPLE IRA plans is presented by Integrated Retirement's Senior Trainers.
  • 4-day live, classroom setting
  • At a location of choice
  • Approved by ICB for continuing education credits for a variety of designations, including current CISPs

Integrated Retirement Initiatives, LLC is a CFP Board-Registered CE Sponsor.  Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing verification requirements.

Integrated Retirement Initiatives, LLC is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CPSM or SHRM-SCPSM.