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. ConsultantAnissa Langhorst
Managing Editor, Sr. ConsultantAnissa has been writing and consulting on retirement plans and IRAs since EGTRRA
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JAYNE FAHLEN
VP, Business DevelopmentJAYNE FAHLEN
VP, Business DevelopmentJayne has successfully spearheaded business development for Integrated Retirement for more than 12 years
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PAMELA O’ROURKE
Sr. ERISA AttorneyPAMELA O’ROURKE
Sr. ERISA AttorneyPam, the visionary and founding principal behind Integrated Retirement’s consulting approach,
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MADISON LITTLEJOHN
Relationship ManagerMADISON LITTLEJOHN
Relationship ManagerMadison 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 DevelopmentREAL-WORLD SOLUTIONS
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
