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Integrated Retirement Expands Participant Communications Capacity


BAXTER, MN, October 10, 2016 -- Integrated Retirement, a leading provider of retirement plan content and training, continues to grow its team and service offering to respond to a continually changing marketplace. Most recently, it has expanded into the area of participant communications by partnering with Patricia (Pat) Advaney and her firm, Advaney Associates, LLC, which specializes in investment and retirement communications. The focus of this partnership will be primarily on the development of presentations and communications for and about retirement plan participants.

"Given our traditional focus on advisor, sponsor, and internal call center and compliance staff audiences, the relationship with Advaney Associates is a great complement to our existing scope of services," says Pam O'Rourke, Senior Vice President and Managing Principal of Training and Content Services at Integrated Retirement. "So to all those clients who have in the past asked us for participant communications, we're now able to say 'Yes, we can!' Pat understands the participant mindset and knows how to create content that is both meaningful and engaging."

Ms. Advaney brings more than 25 years of industry experience and comes to Integrated Retirement after 15 years at Transamerica Retirement Solutions, where she held senior roles in Investments, Marketing, and Participant Experience. During her tenure at Transamerica, she spearheaded the organization's participant-focused strategies, including a highly successful targeted email program and a retirement readiness campaign. She also oversaw the development of all digital participant initiatives as well as innovative tools to help plan sponsors monitor and evaluate the success of their plans.

"Our clients recognize the urgency of the retirement crisis and are looking for ways to be part of the solution," says Tom Anderson, Integrated Retirement CEO. "Pat's fresh approach really connects with participants to help them make better decisions, and we're excited to be able to share her unique perspective with our clients."

About Integrated Retirement

As a provider of content and training solutions, Integrated Retirement is focused exclusively on helping financial organizations navigate the challenges of an increasingly complex retirement plan marketplace. The firm's attorneys, consultants, writers, and trainers bring deep industry expertise and significant hands-on professional insight to the development of customized, practical, and cost-effective solutions. Located in Baxter, Minnesota, Integrated Retirement is an independent, privately held corporation.


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