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.
2023 Fall Newsletter Cost of Living Adjustments for 2024
On November 1, 2023, the IRS announced the Cost of Living Adjustments (COLAs) affecting the dollar limitations for retirement plans for 2024. In October, the Social Security Administration announced a modest benefit increase of 3.2%. Retirement plan limits also increased over the 2023 limits. COLA increases are intended to allow participant contributions and benefits to […]