Integrated Retirement Information

We provide industry leading expertise to deliver thought leadership, written content and professional development solutions that improve our customer's business performance and regulatory compliance. We provide solutions for all key stakeholders from financial advisors and service personnel to plan sponsors and participants. To learn more about Integrated Retirement visit our website at www.integratedretirement.com, or call us at (218) 454-2424. Current Projects: ■ Value-added resources for a DCIO - custom white papers, practice guides, & articles for specialist retirement advisors ■ Advisor-facing resources - business development & practice management articles & webinars to help advisors grow their retirement business & to provide the recordkeeper more opportunities for meaningful touchpoints with advisors ■ Conflict of Interest Rule training for a broker dealer - customized training to roll out a regional broker dealer's policies & procedures ■ IRA advisor training for broker dealers - on-demand & live regional training to enhance advisor knowledge of IRAs, with emphasis on IRA rollovers ■ Plan sponsor training delivered through an RIA firm - regional meetings sponsored by RIAs to existing & prospective plan clients, with SHRM CE available ■ Participant rollover education for an IRA services provider - online video for plan participants who are terminating employment to help them evaluate rollovers vs. other distribution options