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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...)

 
 
 

Pamela S. O’Rourke

SVP & Managing Principal



 
  Pam O’Rourke has been active as an ERISA attorney and consultant in the retirement and financial services industries for more than 25 years. Prior to joining Integrated Retirement, O’Rourke held positions as Senior Vice President of ERISA Compliance and Senior ERISA Counsel with BISYS (now Ascensus) from 2001 to 2008.

Prior to BISYS, O’Rourke spent 13 years with Universal Pensions, Inc. (UPI) holding various legal, consulting, and management positions, including Vice President and General Counsel (1998-2001).

O’Rourke is a highly sought-after speaker at industry conferences, addressing a variety of retirement plan issues including ERISA fiduciary standards. While at Integrated Retirement she has designed curriculum and drafted content for retirement industry certification programs for both TPAs and financial advisers and has developed customized in-house professional development programs for a broad spectrum of financial organizations.

O’Rourke has been active on a number of industry committees focused on shaping regulations and legislation affecting the retirement industry including the:
  • SPARK Government Relations Committee
  • SPARK Legislative & Regulatory Policy Committee
  • Profit Sharing/401(k) Council of America (PSCA) – Provider Advisor Committee
  • Institute of Certified Bankers Advisory Board – Certified Retirement Service Professional
  • Institute of Certified Bankers Advisory Board – Certified IRA Services Professional
In addition to her retirement industry activities, O’Rourke is an active board member and volunteer for a number of nonprofit organizations focused on expanding career exploration and post-secondary opportunities for area students and sits on the advisory council for a local college.

O’Rourke received her B.A. degree from Moorhead State University and her J.D. from Baylor University School of Law, Waco, TX. O’Rourke holds the Certified Employee Benefits Specialist (CEBS) designation granted by the International Foundation of Employee Benefits Plans and Wharton School of the University of Pennsylvania, and the Certified IRA Services Professional (CISP) and Certified Retirement Services Profession (CRSP) designations granted by the Institute of Certified Bankers. She also maintains the Associated Professional Member (APM) credential through ASPPA.