Where Financial Wellness Meets Strategic Retirement Planning.

At Integrated Retirement Solutions, we help employers turn their retirement plan into a powerful driver of financial wellness, employee engagement, and business outcomes.

We go beyond investment lineups and provider searches. Our flat-fee consulting model helps organizations design smarter 401(k) plans, reduce employee financial stress, and deliver long-term retirement readiness at scale.

What sets us apart?
✔️ Strategic, tax-smart retirement plan design
✔️ Financial wellness without product sales or 1:1 meetings
✔️ Scalable education through our 12-step Employee Roadmap
✔️ Transparent pricing with no AUM-based fees
✔️ Support for HR, Finance, and C-suite decision-makers

If you're an HR or Finance leader tasked with improving benefits and reducing stress—without increasing administrative complexity or cost—we're here to help.

Because your 401(k) should do more than check a box.
It should help your people thrive.

📩 Learn more at https://integratedretirementsolutions.com



Integrated Retirement Solutions

Org chart

Teams

Offices

Integrated Retirement Solutions

Org chart

Teams

Offices

Related companies