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Retirement Plan Content & Collateral Material |
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Focused, Cost-Effective and Practical Solutions
Expand your ability to build and deliver retirement plan content
and collateral material by building Integrated Retirement’s content and
collateral material into your resource line-up:
- Marketing materials and brochures
- Scripted PowerPoint presentations on timely retirement topics
- Articles for e-news or other publications
- Practice aids
- Technical and business development content for your website
- White papers
Integrated Retirement’s content specialists are ERISA experts with hands-on experience in communicating to the broad spectrum of stakeholders in the retirement industry – advisers, plan sponsors, participants and operations staff. Integrated Retirement’s writers communicate complex ERISA technical concepts in a way that is both understandable and useful to the audience. Integrated Retirement’s library includes:
- Wholesaler tools and leave-behind practice aids for advisers
- Adviser presentations
- Resource guides and takeaways for plan sponsors
- TPA marketing materials and communication tools
- DCIO value-add solutions
- Monthly or quarterly articles
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