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  Ryan Przybilla Joins Integrated Retirement Initiatives, LLC as a Senior Consultant Integrated Retirement Initiatives, LLC (IRI) today announced the addition of Ryan Przybilla to its growing team of retirement experts. (more...)

Two Industry Veterans Join Integrated Retirement Initiatives, LLC Brainerd, MN, February 17, 2010  John Paul Ruiz and Gordy Lusian recently joined IRI’s team of retirement industry experts. (more...)

The interim final fee disclosure regulations were released by the Department of Labor’s (DOL) Employee Benefits Security Administration (EBSA).   (more...)

IRS RELEASES 2010 COLA LIMITS Most of the 2010 COLA amounts remained the same as the previous year and are listed in the chart below.... (...more)

 
 
 

The Competitive Advantage for the Financial Professional

The volume of information and the skills that must be mastered by a retirement plan professional in today’s constantly changing marketplace is staggering. Do your financial professionals have the resources they need to be successful?

The retirement plans industry is experiencing shifts and new legislative and regulatory initiatives at a pace unprecedented in recent decades. These changes create both challenges and tremendous opportunities for financial organizations serving the retirement plan industry.

IRI’s deep retirement and employee benefits expertise and industry insights – delivered through a broad array of products and services – will complement and strengthen the solutions financial organizations offer today. IRI has designed unique solutions for various retirement industry sectors.
  • Fund companies
  • Broker-dealers
  • Recordkeepers
  • Insurance companies
  • Banks
  • Trust companies
IRI will insure that you and your retirement professionals are well-positioned to capitalize on the opportunities presented by the new retirement landscape.

Take a look through our Web site to learn more about our extensive experience and how we can integrate our products and services with your solutions to gain the competitive advantage.

Contact us today to learn more.