Integrated Retirement

Financial ServicesMinnesota, United States11-50 Employees

We provide industry leading expertise to deliver thought leadership, written content and professional development solutions that improve our clients’ business performance and regulatory compliance.  To learn more about Integrated Retirement visit our website at www.integratedretirement.com, or call us at (218) 454-2424.

Current Projects:
• Web content, blogs - A steady stream of meaningful, actionable content on a broad range of retirement plan topics for the service providers'​ websites 
• Advisor continuing education - Advisor webinars, eligible for continuing education credits, and companion resources advisors may use with plan sponsors on topics that complement the client's advisor resources and communications campaign 
• Plan participant communication & education revamp - Analysis of existing library of participant communications and education, gap analysis report with recommendations for redesign and new content, and development of new fully scripted presentations  
• Required firm training - Recorded videos to assist firms with the rollout of updated policies and procedures regarding IRA rollovers, in response to the DOL Conflict of Interest rules 
• Live workshops for advisors - Live, interactive sessions delivered collaboratively between Integrated Retirement and service providers to help RIAs build their retirement plan practice and drive plan sales
• IRA & retirement plan training for regional call centers - Curriculum and instruction for a live, on-site training program designed to deepen IRA and retirement plan expertise within clients'​ teams 
• HSA resources - Scripted PowerPoint presentations and companion tools for advisors to use with 401(k) plan sponsor clients, and separate resources suitable to use with individual savers to explain the interplay of medical and retirement savings, and to illustrate how HSA contributions can supplement retirement savings 
• Plan sponsor-facing content - Articles, tools, and scripted PowerPoint presentations to equip service providers and advisors to deliver important updates to plan sponsors on issues that may impact their plan including plan governance, regulatory developments, and legislation

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