Integrated Pension Services has been providing full-service employer sponsored retirement plan administration and consulting since 1980. Integrated Pension Services assists employers in the design, implementation, administration and communication of a wide range of retirement plans. We are committed to providing these services to our clients in a timely, accurate and cost-effective manner.
Our benefit professionals are dedicated to helping employers implement retirement plans that promote corporate goals and objectives, control costs and give employees a sense of security.
Integrated Pension Services takes the confusion out of plan administration duties and decision making by providing our clients with the consulting and technical expertise they need. We are committed to maintaining effective state-of-the-art computer systems and applications for administrative procedures, which permits us to process our clients’ work more efficiently and ensures the highest standards of quality.
Integrated Pension Services’ greatest resource is its team of experienced professionals. Our clients are served by employees who have professional qualifications and whose backgrounds include many years of experience in the pension and retirement field. They are committed to providing our clients with friendly, courteous and responsive personalized service of superior quality.
William D. Hackler has worked extensively in the administration of 401(k), pension and profit sharing plans since 1995. He graduated from Bryant College with a B.S. in Finance, and earned the American Society of Pension Professionals and Actuaries designation of Qualified 401(k) Administrator (QKA).
Will constantly pursues the newest technologies to provide world-class service and the best solutions available for his clients. His mission is to provide superior service and to help others chart a course for success.
Jennifer joined the Integrated team in October of 2015, bringing with her more than 15 years of experience in the retirement plan industry. As Integrated Pension Services ERISA Counsel, Jennifer handles a variety of services, including customized plan design for Cash Balance, Non-qualified, and 403(b) plans.
Jennifer uses her experience with working with the IRS, DOL and PBGC to focus the majority of her efforts in assisting clients through their retirement plan audits and specified corrections programs for plan errors. She also specializes in complex company transactions such as mergers and acquisitions.
In his capacity as Chief Financial Officer, Brett will be taking the lead on managing all of the day to day financial operations of the firm, ensuring that we meet and exceed compliance expectations and provide valuable expertise as we pursue new business opportunities.
Brett holds a B.S. in Accounting and has worked for over 25 years in Public/Private Accounting, Family Offices and Hedge Funds. Brett comes to IPS from BNY Mellon where he worked for over 20 years as a Hedge Fund Operations Manager. His experience and strength for problem solving drives his ability to deliver innovative solutions in a wide variety of areas that require this expertise.
As the Managing Director of the Institutional Retirement Plans Sales & Marketing teams for Integrated Pension Services, Jason is responsible for all Top Line Revenue creation. This includes overseeing all sales and marketing staff, establishing goals and implementing plans to achieve these goals for the firm and its clients. With over 25 years of experience in every aspect of retirement plan and pension consulting, including plan design, operations, investments, and advanced fiduciary plan governance, his main mission is simple: to expand retirement security nationally and help defeat elder poverty by creating more well-designed plans.
Philosophically, Jason has the heart of a teacher, believes in mentors and mentoring and that education is a lifelong journey. Jason graduated with Honors from Rutgers University with a Bachelor of Science in Economics and maintains many professional designations including the Qualified Pension Administrator and Qualified 401(k) Consultant from the American Society of Pension Professionals and Actuaries as well as the Accredited Investment Fiduciary Analyst designation awarded by the Center for Fiduciary Studies.
Brittney’s responsibilities include ongoing client portfolio supervision, proving due diligence on various investment vehicles and assisting in the creation and implementation of financial plans. With her past experience in client service and the world of investing, she supports the firm with case preparation and overseeing the investment-side of the practice, as well as managing the client’s experience to help ensure that they are comfortable with the process and have all of the information they need to access accounts. Her other responsibilities also include; database management, office management, scheduling and compliance reporting.
Brittney obtained her BS in Business Administration with a concentration in Finance from Framingham State University. As a Series 7 licensed representative, she can also assist with trading and business processing as well as investment design, analysis and review. She comes to us after spending the last 6 years at Scottrade, Inc.
Since joining in 2015, Patty’s 20+ years of experience in customer service and project management leading various client management and support programs in the high-tech industry has proven to enhance the outstanding foundation that Integrated Pension Services finds so important to bring to all of our clients.
Patty obtained her BA from Fitchburg State University in Management. Before joining Integrated Pension Services she worked in the high-tech industry for business to consumer and business to business companies where she interacted with all levels of clientele from small business owners to Fortune 500 Corporate Executives.
As the Director of Compliance with Integrated Pension Services, (IPS) Mike manages the IPS Compliance Team. This staff handles all of the day-to-day third-party administration operations for our client’s retirement plans.
Michael started in the industry working for a large public accounting firm auditing retirement plans. He has spent the past eight years as a shareholder for another third-party administration firm. Michael specializes in plan design, compliance testing and annual 5500 filings.
Michael graduated with Honors from Salem State University, where he received a Bachelor of Science in Finance with a focus in Accounting.
Robin’s responsibilities include the day-to-day administration of client profit sharing, defined benefit, ESOP and 403(b) plans. She is directly involved with all aspects of participant recordkeeping, distribution and loan processing, and compliance testing. Robin joined Integrated Pension Services in 1997 with extensive experience in plan administration and an excellent background in client relations.
Robin obtained her AS in Business Administration from Mount Wachusett Community College and earned the American Society of Pension Professionals and Actuaries designation of Qualified 401(k) Administrator (QKA).
Jim has nearly 30 years of experience working in the pension administration and accounting professions.
He received his B.S. in Accounting from Monmouth University and successfully passed the New Jersey Certified Public Accountant exam. Jim’s day-to-day duties include plan design, implementation, annual administration and compliance responsibilities for 401(k), profit sharing, 403(b) and defined benefit plans for which he has extensive experience.
Jim has worked closely with clients and their accountants in successfully resolving plan compliance issues by utilizing the Internal Revenue Service and Department of Labor voluntary correction programs.
Debbie's responsibilities include the day-to-day administration of client 401(k) plans. She is directly involved with all aspects of participant recordkeeping; distributions, contributions, loan processing, and compliance testing. Debbie joined Integrated Pension Services in 2012 and began working in Pension Administration in 1997.
Debbie obtained her BA from Boston University. She is taking the exams toward her Qualified 401(k) Administrator (QKA) designation from the American Society of Pension Professionals and Actuaries.
Lauren’s responsibilities include the day-to-day administration of client 401(k) plans. She is directly involved with all aspects of participant recordkeeping; distributions, contributions, and loan processing.
Lauren obtained her BS in Hospitality Management from Endicott College. Lauren is currently studying and working hard towards taking the exams toward her Qualified 401(k) Administrator (QKA) designation from the American Society of Pension Professionals and Actuaries.
In her capacity as Plan Administrator, Evette puts her 20 years of industry experience to work by interacting directly with our customers and assisting them with the daily administration of all aspects their plans.
Evette holds a Bachelor of Science degree in Sociology from Rutgers University. She is a Qualified 401(k) Administrator who has earned the QKA certification. She is currently working to complete the Qualified Pension Administrator QPA credential. Evette is also Spanish speaking which enhances our ability to communicate more effectively with some of our customers.
Christine’s responsibilities include the day-to-day operations of client 401(k) plans with participant recordkeeping, contributions, distributions, and loan processing. She is also responsible for producing and sending invoices and responding to client billing queries.
Christine obtained her Bachelor of Arts in Business Administration with concentrations in Finance and Marketing from Stockton University. Before joining Integrated Pension Services, Christine spent ten years with another third-party administration firm. Prior to that, she worked for several years in the banking industry in Audit and Loan Review.
Mike joined Integrated Pension Services in February 2018 and is working to expand our presence in the Myrtle Beach, South Carolina area. His prior experience in both the health insurance and hospital industry as Director of various components of the Revenue Cycle allow him to bring a professional approach to developing customer relationships, managing all aspects of the business cycle and providing excellent service to our clients.
Mike is currently preparing for the Series 6 Licensed Representative exam. He holds a South Carolina Insurance Producers license for Life, Health and Accident lines of business.
In his capacity as Sales Associate for Retirement Plans, Nelson takes the lead on building our business portfolio by working directly with Integrated Financial Partners Advisors and potential clients to analyze the status of their existing retirement plans and to generate other industry leading options for their consideration.
Nelson holds a BA in Business Administration from the University of Massachusetts Amherst. He holds a Massachusetts Insurance Producer License and is a Series 6 licensed representative.
Alexis joined the Integrated Pension Services team in March of 2021. She will be putting her customer service background to work here as a Plan Services Administrator. Alexis will be helping our clients with their retirement savings journey by assisting them with education, plan enrollment, rollovers, distributions and loans.
Alexis is adding to her experience level by continuing her education in Business Administration at Fitchburg State University and by preparing to take the Series 6 Licensed Representative exam.
Founding Partner William R. Hackler has worked in the financial service industry since 1974. Bill puts his knowledge and experience to work to assist business owners in choosing the best programs for their employees as well as personal planning for themselves. Earning his Chartered Life Underwriter (CLU), Qualified 401(k) Administrator (QKA) and Qualified Pension Administrator (QPA) designation demonstrates his commitment to the industry and to the pursuit of excellence.