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News & Resource Center |
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Integrated Retirement News
Integrated Retirement Gains ICB Approval For IRA School
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NIPA Offers Integrated Retirement’s Training and Content Services To TPA Firms
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Matrix Financial Solutions Launches Matrix U.
Matrix has retained the consulting and retirement services firm Integrated Retirement Initiatives (IRI) to oversee and assist with governance of the program (Matrix U). (more...)
O’Rourke and O’Brien Participant in Launch of Retirement Mastery Consultant Certificate Program
Matrix Financial Solutions launched Matrix U, a component of the Retire Mastery Consultant Certificate (RMCC) program at its August 2009 “Get Connect” conference in Keystone, Colorado. (more...)
Integrated Retirement Consultants Published in ABA Trust and Investments
Mike O’Brien article titled “Rethinking Traditional and Roth IRA Distributions” was published in the 2009 May/June issue of the prestigious ABA Trust and Investments magazine. (more...)
Integrated Retirement Instructs at the 28th Annual ISCEBS Employee Benefits Symposium
Pam O’Rourke and Mike O’Brien were among the speakers at the 28th annual ISCEBS Employee Benefits Symposium held August 2009 in Las Vegas, Nevada. (more...)
Industry News
2012 COLAs for Dollar Limitations on Benefits and Contributions
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Helpful Links
IRS Free Retirement Plans News Widget
Internal Revenue Service
U.S. Department of Labor
Social Security Administration
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