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Company News

 
     
 

Speaking Engagements

9/20/2016
TD Ameritrade – Retirement Plans Bootcamp
An Introduction to Retirement Plans
The Advisor’s Role in Retirement Plans
Advisor Support for Plan Sponsor and Participant Investment Responsibilities
Plan Committee Best Practices
Litigation & Enforcement Trends
Basics of Plan Design

9/14/2016, 10/27/2016, 11/10/2016, 12/15/2016, 1/19/2017
T. Rowe Price
Advisor Blueprint Webinar Workshop Series

9/7/2016
Brainerd Lakes Area Community Foundation
Retirement Plans in the Spotlight (professional advisors)

8/23/2016
Private Event
Advanced Qualified Retirement Plan Training (operations, call center representatives)

8/15/2016
Matrix Financial Services – Get Connected 2016 Conference
DOL Solutions Overview; New Rules: Now What?

6/20/2016
Private Event – Open Enrollment
(contact Integrated Retirement for more information)
IRA School

6/02/2016
Private Event for advisory firm – sponsored by provider
Retirement Plan Training (Plan Sponsors)

5/25/2016
Private Event
Advanced IRA & Retirement Plan Issues (Legal/Compliance, Public Relations, operations, product management)

5/17/2016
Private Event
Intermediate IRA topics (operations, call center representatives, managers, directors)

4/28/2016, 6/23/2016, 9/22/2016, 12/8/2016
Private Event
Quarterly Retirement Plan Update Webcast (Recordkeeper Managers & Directors)

4/26/2016, 6/30/2016, 9/27/2016, 11/3/2016
Private Event
Quarterly Retirement Plan Update Webcast (Internal Sales Team)

2/04/2016
TD Ameritrade Institutional – National LINC 2016
Retirement Regulatory Round-Up
HSAs: Where Health Meets Wealth


2/03/2016
TD Ameritrade – Pre-conference Workshop
Retirement Plans University (advisors)

12/16/2015
Private Event – sponsored by 401(k) Marketing
Year-end Insights – Insider Series (advisors)

11/03/2015
Securities America NextPhase Retirement Income Distribution Conference
A New ERA for IRA Rollovers, Sponsored by Ivy Funds

9/17/2015
Millennium Trust 5th Annual Client Appreciation Event
Proposed Regulations: Conflict of Interest - Investment Advice

3/22/2015
2015 NAPA 401(k) Summit
Governing "Principals": Keeping Your Plan Sponsor Clients Out of Trouble

1/29/2015
TD Ameritrade Institutional - National LINC 2015
Fiduciary Models: ERISA 3(21) & 3(38)
Rollovers: The Rules & the Opportunity


8/17/2014
Matrix Financial Services - Get Connected 2014 Conference
What's New on the Regulatory Front
The Roth Option: Exploring the Opportunities


1/30/2014
TD Ameritrade Institutional - National LINC 2014
Gaining Clarity: Retirement Plan Regulation Update
A Roadmap to Building a Retirement Plan Practice


10/28/2013
Annual ASPPA National Conference
Grow Your Business Through Acquisition

8/18/2013
Matrix Financial Services – Get Connected 2013 Conference
What’s New on the Regulatory Front
ERISA Fee Recapture Accounts
In-Plan Roth Conversions & Roth IRAs: What’s the Opportunity?
IRAs & the ERISA Fiduciary Rules: Updates & Best Practices in a Changing Regulatory Environment
Plan Wellness Check-Ups: A Value Add for Prospecting & Supporting Existing Clients
Assessing Client Profitability: Identifying Potential Revenue Sources (TPA/Recordkeeper/Advisor Panel)


7/30/2013
Matrix Webinar Series
Regulatory Round-Up and Industry Trends

7/11/2013
TD Ameritrade Fiduciary Webcast Series: A Retirement Plan Perspective Helping Plan Sponsors Select & Monitor Service Providers

6/27/2013
TD Ameritrade Fiduciary Webcast Series: A Retirement Plan Perspective
Conducting a Fiduciary Compliance Assessment for Plan Sponsors


6/06/2013
TD Ameritrade Fiduciary Webcast Series: A Retirement Plan Perspective
An Introduction to the ERISA Fiduciary Framework

 
     
 

Integrated Retirement News

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
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Speaking at TD Ameritrade’s national conference, ERISA attorney Pam O’Rourke (log in may be required)
 (more...)

HSAs: Where Health Meets Wealth…
 (more...)

DOL re-proposed Fiduciary Regulations presented by Pam O'Rourke of Integrated Retirement
 (more...)

Industry leader partners with Integrated Retirement
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Integrated Retirement Training
 (more...)

Integrated Retirement Topics
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Matrix Financial Solutions Releases Advisor Practice Guide and Framework Ahead of the Proposed Changes to ERISA Fiduciary Rules
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Integrated Retirement Delivers Customized Training to TPAs to Support MG Trust's Omnibus IRA Program
 (more...)

Integrated Retirement Supports Key Initiatives at Primerica
Primerica today announced the launch of an on-demand training program developed by Integrated Retirement. (more...)

Integrated Retirement’s 401(k) Training Program Gains Momentum with John Hancock’s Advisors; retirement income training series added
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Integrated Retirement Gains ICB Approval For IRA School
 (more...)