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Company News


Speaking Engagements

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

Brainerd Lakes Area Community Foundation
Retirement Plans in the Spotlight (professional advisors)

Private Event
Advanced Qualified Retirement Plan Training (operations, call center representatives)

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

Private Event – Open Enrollment
(contact Integrated Retirement for more information)
IRA School

Private Event for advisory firm – sponsored by provider
Retirement Plan Training (Plan Sponsors)

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

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)

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

TD Ameritrade – Pre-conference Workshop
Retirement Plans University (advisors)

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

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

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

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

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

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

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

Annual ASPPA National Conference
Grow Your Business Through Acquisition

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)

Matrix Webinar Series
Regulatory Round-Up and Industry Trends

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

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

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.

Integrated Retirement Adds Participant Communications Expertise

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

HSAs: Where Health Meets Wealth…

DOL re-proposed Fiduciary Regulations presented by Pam O'Rourke of Integrated Retirement

Industry leader partners with Integrated Retirement

Integrated Retirement Training

Integrated Retirement Topics

Matrix Financial Solutions Releases Advisor Practice Guide and Framework Ahead of the Proposed Changes to ERISA Fiduciary Rules

Integrated Retirement Delivers Customized Training to TPAs to Support MG Trust's Omnibus IRA Program

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

Integrated Retirement Gains ICB Approval For IRA School