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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...)

 
 
 

About Integrated Retirement

There is a significant need for retirement plan expertise in the financial services industry. This impacts product performance, sales outcomes, risk management and the bottom line. Integrated Retirement bridges the knowledge gap in critical areas with targeted solutions and helps financial organizations build and strengthen teams.

 
  Our History

Integrated Retirement’s founder, Arnold S. Johnson, previously founded and operated Universal Pensions, Inc. (UPI) – a company that for over 25 years provided products and services to more than 7,000 financial institutions representing:
  • 88% of the top 100 banks 
  • 47% of the top securities firms
  • 90% of the top 50 mutual fund companies
  • 40% of the top 100 insurance companies
In forming Integrated Retirement, Johnson brought together key individuals from UPI – its former president, general counsel, senior consultant, human resources director – and attracted industry experts from the health care and employee benefits arenas. Integrated Retirement uses its deep retirement and employee benefits expertise and extensive industry insights to deliver products and services that financial organizations need to be successful.

Our Mission

To provide deep retirement plan expertise and broad industry experience to support financial organizations in building and distributing integrated retirement solutions.

Our Experience Sharpens Your Competitive Edge

Integrated Retirement is uniquely positioned to give your financial organization the competitive advantage to capitalize on today’s rapidly evolving retirement plan marketplace. Integrated Retirement’s principals have a proven track record in delivering expertise you can rely on:
  • Retirement Plan Content
  • Training & Professional Development


 
 
 
 

Proven Track Record
of Success



Pam O’Rourke
SVP & Managing Principal

Jayne Fahlen
VP Business Development

Todd Berghuis
Senior ERISA Counsel

Anissa Langhorst
Editor/Consultant

Pete Mithun
Senior Client & Project Manager Specialist

Arnold S. Johnson
Chairman, Board of Directors

Thomas G. Anderson
CEO

Anne Archibald
CFO


 
 

Corporate Headquarters

Baxter, MN

 
 

Established

July 15, 2008

Ownership

Private

Parent/Subsidiaries

None

 
 

Corporate Structure

Executive Management
ERISA Consulting
Marketing & Sales
Operations
Finance