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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...)


Michael J. O’Brien

Senior Consultant

  Michael O’Brien has been a key player in the retirement services industry for 25 years. Prior to joining Integrated Retirement, O’Brien spent seven years as Vice President of Retirement Products and Solutions at Ascensus (formerly BISYS). Prior to BISYS, O’Brien was a senior consultant with Universal Pensions, Inc.

O’Brien has provided consulting and educational services to all facets of the retirement industry – mutual fund companies, insurance companies, banks, brokerage firms and other financial organizations. Throughout his career in the retirement industry, O’Brien has been a popular presenter and respected expert, often featured as a keynote speaker at national conferences and guest speaker at regional meetings.

Considered an industry leader on a wide variety of retirement topics, O’Brien has worked extensively with product positioning and rollout, regulatory compliance, and retirement plan business development strategies. At Integrated Retirement, O’Brien’s engagements include:
  • Designing industry trade organizations’ certificate and continuing education programs,
  • Developing on demand technical and practice development programs for financial advisers and
  • Delivering IRA schools and continuing education programs to financial organizations.
O’Brien has conducted more than 2,500 training programs covering a range of compliance and business development topics and has delivered these programs through a variety of media:
  • Live presentations
  • Webinars, webcams, flash videos, pod cast applications,
  • Closed network broadcasts, and
  • Internet.
On the national conference circuit, O’Brien has shared the podium with speakers including Colin Powell, Bob Dole, Joe Torre, Joe Theisman, and Kyle Petty, along with countless senior leaders in the retirement industry.

O’Brien has been active on a number of industry committees and boards including:
  • American Bankers Association Trust and Investments Magazine. O’Brien currently sits on the advisory board for the magazine and is a frequent contributor to that publication.
  • Certified IRA Professional (CIP) Designation. O’Brien chaired the certification advisory boards for the Certified IRA Profession designation offered through NAFCU (the National Association of Federal Credit Unions).
  • Certified IRA Services Professional (CISP) Designation. O'Brien chaired the advisory board for the CISP designation offered through the Institute of Certified Bankers (ICB).
  • ABA Trust School. O’Brien is a retired faculty member of the American Bankers Association (ABA) Trust School.