Will Hackler on the 401(k) Specialist Podcast
Recently, Will Hackler, Chairman of Integrated Pension Services and Partner at Integrated Pension Advisors, joined Brian Anderson on the 401(k) Specialist Podcast to discuss an important issue affecting adopting plan sponsors across the industry. Many business owners are missing out on valuable tax incentives available for starting new 401(k) plans. During the conversation, Will explains […]
Integrated Pension Services Acquires BDS Consulting
Expanding Retirement Plan Capabilities and Accelerating Growth Acquisition increases Integrated Pension’s scale by nearly 50%, strengthening retirement plan consulting nationwide BOSTON – February XX, 2025 – Integrated Pension Services (“Integrated Pension”), a retirement planning services firm supporting more than 500 companies, today announced that it has acquired BDS Consulting Group (“BDS”), a highly specialized retirement […]
Is a Safe Harbor Plan right for me?
Safe Harbor 401(k) plans are designed to allow employers to automatically pass ADP/ACP and top- heavy nondiscrimination testing required by the IRS, as long as they provide a fixed mandatory contribution and meet other specific criteria which include notices. Safe harbor contributions are 100% immediately vested. A Qualified Automatic Contribution Agreement (QACA) is a Safe […]
5 Reasons Your Company Needs a Retirement Plan
Reason 1: Attract and retain employees. Offering a company retirement plan demonstrates that your company values the long-term financial well-being of its employees and has their best interests. This can help appeal to top-tier talent and foster a sense of employee loyalty and retention. This helps reduce turnover, which can be costly for businesses in […]
Integrated Pension Services Names New Managing Director
Integrated Partners’ retirement planning and pension services arm, Integrated Pension Services, has hired Jason Grantz as the Managing Director of Institutional Retirement Sales and Marketing. In this role, Grantz is responsible for educating financial advisers and their clients about topics relating to retirement plans and third-party administrator (TPA) services. Grantz’s hiring comes after Integrated Pension […]
Will Hackler,
Top Advisor by Participant Outcomes.
Will Hackler never sat around waiting for things to happen? Maybe it stemmed from the three (three!) sports he played in college—golf, lacrosse, and cross-country. Whatever the reason, several companies he interviewed with upon graduation had an 18 to 24-month training period for what could have been a secure and lucrative career. Too long, Hackler […]
Integrated Pension Services New Office Location
We are excited to announce our newly updated official address in Leominster, Massachusetts. As we have continued our business growth and added several new team members in different states, we have been transitioning over the past 2 years to a 100% virtual office environment. Our service remains the same. We hope this provides you clear […]
Spotlight on Jason Grantz
We’re pleased to announce recent accomplishments of one of our Principals, Jason Grantz. Recently Jason has been appointed to the American Society of Pension Professionals & Actuaries Leadership Council. As an ASPPA Leadership Council member, Jason will be able to help craft the Councils stance on issues affecting the ever changing retirement plan landscape. His […]
Secure 2.0 is a GO!
An updated version of the SECURE Act – the SECURE 2.0 Act of 2022 – was signed by President Biden on December 29, 2022, as part of the Consolidated Appropriations Act of 2023. While omnibus spending bill covers a variety of topics, changes to qualified retirement plans were included to encourage earlier plan participation and […]
Plan Participants: The More They Know, The Better
Do most utilize it as a tool to save for retirement – and, if not, do they understand the benefit that they are missing? According to the 2022 PLANSPONSOR Participant Survey, 155 of 174 (14.9%) respondents opted not to participate in a workplace defined contribution plan for various reasons.