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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...)

 
 
 

The Team

 
  Proven Experience

The Integrated Retirement team utilizes its expertise and experience to provide the highest quality thought leadership, professional development, content, and ERISA support to enhance our clients' products and distribution channels.

 
 

Arnold Johnson

Arnold S. Johnson • Chairman, Board of Directors

Recognizing the opportunity presented by the 78 million baby boomers who need financial guidance and assistance as they face retirement or a life stage change, Arnold Johnson formed Integrated Retirement,  (more...)

Thomas G. Anderson • CEO

Thomas G. Anderson has more than 25 years experience in the retirement and financial services industries. Anderson has managed all aspects of a retirement organization - from strategic planning to sales and operations – and has served as lead negotiator on dozens of acquisitions.  (more...)

Pamela S. O'Rourke • SVP & Managing Principal

Pamela S. O’Rourke has been active as an ERISA attorney and consultant in the retirement and financial services industries for more than 25 years.   (more...)

Jayne Fahlen • VP of Business Development

Jayne Fahlen has been involved in business
development in the retirement industry for 20 years. During her 12 year tenure with Universal Pensions, Inc. (UPI), Fahlen held evolving roles and went on to become internal sales manager for the Retirement Products & Services unit.  (more...)

Todd Berghuis • Senior ERISA Counsel

Todd Berghuis has been active as an ERISA attorney and consultant in the retirement and financial services industry for more than 30 years. Prior to joining Integrated Retirement, Berghuis held the position of Senior Vice President of ERISA Compliance.  (more...)

Anissa E. Langhorst • Editor/Consultant

Anissa Langhorst has been a writer and consultant for the retirement plans industry since 2001. Prior to joining Integrated Retirement, Anissa spent 11 years as a consultant, writer, and editor for the Retirement Products & Solutions division of Ascensus.  (more...)

Peter D. Mithun • Senior Client & Project Management Specialist

Pete Mithun has worked in the retirement plans industry for more than 13 years. He began his career in retirement plan recordkeeping at BISYS Retirement Services (Ascensus), working in both the client service and corporate training areas.  (more...)

Pamela Himes • Senior Trainer

Pamela Himes has been a technical consultant in the retirement plans industry since 1987. She has more than 26 years of expertise  (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.   (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).  (more...)

Carol Ball Johnson • Consultant

Carol Ball Johnson has worked in the retirement industry for more than 30 years in a number of different capacities. Carol’s work experience includes retirement plan consulting and conducting seminars on IRAs and qualified retirement plans nationwide for Universal Pensions, Inc.  (more...)

Susan MacCargar • Graphic Designer

Susan MacCargar brings over 15 years of marketing, advertising, and design experience to the Integrated Retirement team. (more...)

Anne M. Archibald • Consultant & CFO

Prior to joining Integrated Retirement as a consultant and Chief Financial Officer, Anne Archibald held a number of senior finance positions in the financial services industry.   (more...)

Thomas M. Rutske • Vice President

Thomas Rutske has been active as a human resources director in the retirement industry for over 15 years. Rutske achieved the designation of Senior Professional in Human Resources (SPHR) granted by the Society for Human Resource Management (SHRM).  (more...)

 


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