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Retirement Experts On Demand |
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Practical Guidance – At Your Convenience
In today’s ever-changing retirement plans marketplace, financial services professionals need a resource they can rely on for answers to technical questions, insights into industry trends, and proactive understanding of significant regulatory developments. With an average of over two decades of retirement industry expertise, Integrated Retirement’s senior consultants provide clients the assistance they need to support and grow their retirement plan business.
Integrated Retirement’s experts provide practical, applied solutions to financial services professionals through:
- Experts On Demand: direct access to Integrated Retirement’s industry experts via telephone, scheduled conference call or on-site consultation
- Integrated Quarterly: updates delivered quarterly as both live and on-demand recorded webinars
Integrated Retirement’s regulatory action team helps you understand the impact of significant rule changes on all aspects of your business operations and keep up with industry trends.
Integrated Retirement’s experts go beyond a typical technical response, helping financial services professionals understand how to use ERISA technical information and new developments to create selling opportunities, to provide value-added service to their retirement plan clients, and delve into complex technical questions that arise in their day-to-day business.
Integrated Retirement's deep regulatory consulting expertise and in-house
compliance experience make Integrated Retirement the ideal resource for:
- 401(k) and other defined contribution plans,
- 403(b) plans - ERISA and non-ERISA,
- 457(b) plans,
- Traditional and Roth IRAs,
- IRA-based employer plans - SEP & SIMPLE,
- HSAs and Coverdell ESAs.
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