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  Integrated Retirement Gains ICB Approval For IRA School  (more...)

NIPA Offers Integrated Retirement’s Training and Content Services To TPA Firms  (more...)

 
 
 

Retirement Plan Content & Collateral Material

 
  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