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About Integrated Retirement
There is a significant need for retirement plan expertise in the financial services industry. This impacts product performance, sales outcomes, risk management and the bottom line. Integrated Retirement bridges the knowledge gap in critical areas with targeted solutions and helps financial organizations build and strengthen teams.
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Our History
Integrated Retirement’s founder, Arnold S. Johnson, previously founded and operated Universal Pensions, Inc. (UPI) – a company that for over 25 years provided products and services to more than 7,000 financial institutions representing:
- 88% of the top 100 banks
- 47% of the top securities firms
- 90% of the top 50 mutual fund companies
- 40% of the top 100 insurance companies
In forming Integrated Retirement, Johnson brought together key individuals from UPI – its former president, general counsel, senior consultant, human resources director – and attracted industry experts from the health care and employee benefits arenas. Integrated Retirement uses its deep retirement and employee benefits expertise and extensive industry insights to deliver products and services that financial organizations need to be successful.
Our Mission
To provide industry expertise, professional development, customized content, and
compliance support to financial organizations to help them build and distribute
integrated retirement solutions.
Rely On Our Experience to Sharpen Your Competitive Edge
Integrated Retirement is uniquely positioned to give your financial organization the competitive advantage to capitalize on today’s rapidly evolving retirement market place. Integrated Retirement’s principals have a proven track record in delivering:
- Training & Professional Development
- Retirement Experts On Demand
- Outsourced Compliance Support
- Retirement Plan Content & Collateral Material
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