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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...)

 
 
 

The Team

 
  Proven Experience

Integrated Retirement’s consulting expertise stems from years of experience as consultants to all types of entities ranging from large public and private employers to many of the top financial services organizations in the nation.

 
 

Arnold S. Johnson • President and CEO

Recognizing the opportunity presented by the 78 million baby boomers who need financial guidance and assistance as they face retirement or a life stage change, Arnold Johnson formed Integrated Retirement,  (more...)
 

Thomas G. Anderson • Executive VP 

Thomas G. Anderson has more than 25 years experience in the retirement and financial services industries. Anderson has managed all aspects of a retirement organization - from strategic planning to sales and operations – and has served as lead negotiator on dozens of acquisitions.  (more...)
 
 
 

Michael J. O’Brien • Senior VP of Product Development

Michael O’Brien has been a key player in the retirement services industry for 25 years. Prior to joining Integrated Retirement, O’Brien spent seven years as Vice President of Retirement Products and Solutions at Ascensus (formerly BISYS).  (more...)
 

Pamela S. O’Rourke • Senior VP & ERISA Counsel

Pamela S. O’Rourke has been active as an ERISA attorney and consultant in the retirement and financial services industries for more than 20 years. Prior to joining Integrated Retirement, O’Rourke held positions as Senior Vice President of ERISA Compliance and Senior ERISA Counsel with BISYS (now Ascensus),   (more...)
 
 
 

John Paul Ruiz • VP of Professional Development Services

John Paul Ruiz has spent more than 20 years as a consultant and trainer in the retirement and financial services industry.  (more...)
 

Jayne Fahlen • VP of Business Development

Jayne Fahlen has been involved in business
development in the retirement industry for 20 years. During her 12 year tenure with Universal Pensions, Inc. (UPI), Fahlen held evolving roles and went on to become internal sales manager for the Retirement Products & Services unit.  (more...)
 
 
 

Ryan F. Przybilla • Senior Consultant

Ryan Przybilla is a seasoned retirement industry consultant with extensive experience in providing both retirement plan compliance and business development support and education to financial industry professionals.  (more...)
 

Gordon E. Lusian • Senior Consultant

Gordon E. Lusian is a seasoned retirement industry veteran with over twenty-five years of experience in providing retirement plan consulting support and education to financial industry professionals.  (more...)
 
 
 

Anne M. Archibald • Consultant & CFO

Prior to joining Integrated Retirement as a consultant and Chief Financial Officer, Anne Archibald held a number of senior finance positions in the financial services industry.  (more...)
 

Thomas M. Rutske • Vice President

Thomas Rutske has been active as a human resources director in the retirement industry for over 15 years. Rutske achieved the designation of Senior Professional in Human Resources (SPHR) granted by the Society for Human Resource Management (SHRM).  (more...)
 
 
 

John H. Flittie • Director of Professional Alliances

Prior to joining Integrated Retirement as Director of Professional Alliances, Flittie was President and Director of Reliastar Financial Corporation from 1985-1999.   (more...)
 

Stephen R. Ogren • Consultant

Prior to joining Integrated Retirement as a consultant, Steve Ogren served as a partner and management consultant with Deloitte Consulting from 1977 to 2005. Deloitte is one of the Big Four global accounting and consulting firms, with U.S. revenues in excess of $6 billion.  (more...)
 
 


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