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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...)

 
 
 

Patricia Advaney

Principal, Advaney Associates, LLC



 
  With more than 20 years of experience in the retirement plan industry, Pat brings broad expertise in participant/customer experience, communications, marketing, investments and strategy to her role with Integrated Retirement.

Prior to consulting, Pat held senior roles at Transamerica Retirement Solutions (formerly Diversified Investment Advisors), where she had responsibility for all aspects of the plan participant experience. This included developing a highly successful targeted email campaign, launching a mobile app and Facebook page, and creating customized web portals. During her tenure, she also spearheaded the development of a proprietary target date solution, a personalized retirement income gap analysis, a plan health scorecard, and a plan design cost/benefit analysis tool. Pat has led teams of more than 200 employees to develop innovative solutions.

Earlier in her career, Pat collaborated with financial experts to develop online learning content. In addition, she was part of the internal team that managed the defined benefit and defined contribution plan investments for International Paper, where she also created an investment education program for the company’s 80,000 employees.

Pat is a thought leader on retirement readiness initiatives and has authored several articles and white papers on plan design and participant engagement. She has also developed and delivered keynote conference presentations on topics such as behavioral finance and millennial attitudes toward retirement and saving.

Pat received her B.A. degree in English from Vassar College and resides in the New York City area with her family.