PARTNER WITH THE EXPERTS

INTEGRATED RETIREMENT, a division of IRALOGIX, provides strategic resources to help financial organizations build and expand their IRA and retirement plan business. Our team has the unique blend of technical expertise and industry experience necessary to support your team’s content, marketing, and training initiatives.

CUSTOMIZED SOLUTIONS

Through our consultative approach, we tailor solutions to meet your organization’s specific needs and ensure our services complement and strengthen the resources you offer today. Experienced in communicating complex concepts, we minimize the time and effort it takes your team to deliver on growth strategies and provide value-added service to your clients.

EXPERT INSIGHT

The experts at Integrated Retirement understand the complexities of IRAs and the retirement plan industry. We’ll help you identify market opportunities and develop useful resources for internal audiences, as well as IRA holders, plan participants, plan sponsors, and financial professionals.

Our primary areas of expertise include
  • Traditional and Roth IRAs
  • IRA-based Employer Plans
    (SEP, SIMPLE, and Payroll Deduction IRA plans)
  • Health Savings Accounts (HSAs)
  • Defined contribution retirement plans

PROFESSIONAL DEVELOPMENT SOLUTIONS

Our consultants partner with you to develop training solutions targeted to your objectives for providing foundational concepts and real-world application.

Integrated Retirement programs qualify for continuing education for several industry designations sponsored by organizations including the ABA Professional Certifications, American Retirement Association (ASPPA, NAPA) and CFP Board.

  • Live on-site presentations and webinars
  • On-demand training programs and videos
  • Scripted PowerPoint® presentations
  • National conferences and regional meetings

CONTENT SOLUTIONS

Our content specialists are ERISA and IRA experts who can expand your team’s capacity to communicate technical and industry topics to multiple audiences and assist with strategic market positioning.

  • Web content
  • Digital and print articles
  • Marketing collateral
  • Newsletters
  • White papers
  • Practice aids
  • Resource guides

IRA CONSULTING FROM THE EXPERTS.

Our team has the proven expertise and client-centered approach you need to integrate new opportunities into your business strategy, communications, and professional development initiatives.

Anissa Langhorst

Managing Editor, Sr. Consultant

Anissa Langhorst

Managing Editor, Sr. Consultant

Anissa has been writing and consulting on retirement plans and IRAs since EGTRRA

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JAYNE FAHLEN

VP, Business Development

JAYNE FAHLEN

VP, Business Development

Jayne has successfully spearheaded business development for Integrated Retirement for more than 12 years

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PAMELA O’ROURKE

Sr. ERISA Attorney

PAMELA O’ROURKE

Sr. ERISA Attorney

Pam, the visionary and founding principal behind Integrated Retirement’s consulting approach,

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MADISON LITTLEJOHN

Relationship Manager

MADISON LITTLEJOHN

Relationship Manager

Madison is devoted to supporting Integrated Retirement clients,

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PAMELA O’ROURKE

Sr. ERISA Attorney

MADISON LITTLEJOHN

Relationship Manager

Anissa Langhorst

Managing Editor, Sr. Consultant

JAYNE FAHLEN

VP, Business Development

REAL-WORLD SOLUTIONS

LEARN MORE

Recent Projects

Web content for IRA owners

Blogs, Q&As, educational content for advisors and IRA owners posted on IRA provider custodian website

Quarterly updates for plan sponsors

Scripted presentations and newsletters for advisors to communicate industry changes and timely topics to plan sponsor clients

IRA administration training

Detailed compliance and operations information for IRA administrators delivered through on-demand training courses

401(k) workshops

Live training delivered collaboratively with 401(k) providers to help successful wealth managers expand their practices

Participant education and communications guide

Participant education and communications guide

Value-added resources for DCIO initiatives

Custom white papers, practice guides, and articles for specialist retirement advisors

IRA advisor training for broker-dealers

On-demand and live regional training to enhance advisor knowledge of IRAs, with an emphasis on IRA rollovers

Participant rollover education

Online video for plan participants who are terminating employment to help them evaluate rollovers vs. other distribution options