The Only 401(k) System Designed to Ease Employee Financial Stress
Smarter Plans | Healthier People | Stronger Results.
We turn retirement plans into growth engines. Integrated Retirement Solutions helps employers…
- Optimize plan design for tax savings & participation
Deliver scalable, product-agnostic financial wellness
Stay flat-fee and advisor-independent
Align retirement benefit with broader business goals
More Bang đź’Ą for your Benefits Bucks
Best-for-you 401(k)
At heart, I'm a 401k guy and that's the core service being provided.
We start with your goals and then look at what plan design is the best based on your goals.
Once we've determined the design, we hire the partners who can help deliver the results - Recordkeeper, TPA, 3(38) and other potential service providers.
We monitor the plan, document results in your fiduciary file, and put the plan out to bid if one or more service provider is no longer the best partner.
Goals change, service levels change, and fee structures change. The annual plan review ensures we stay on track.
The Employee Roadmap
This is the real "secret sauce"
The Employee Roadmap is a series of monthly modules built around one simple, easy action step each month.
We relentlessly focus on improving "The 4 Majors" that cause the majority of financial stress (and increased company costs / lost productivity).
The goal is to help employees build the health, the wealth (financial health) and retirement savings to live their best lives today and the retirement of their dreams. That's Real Retirement Readiness!
The Employee Roadmap is a free Bonus that's included for all 401k clients!
Next-Gen Financial Benefits
Our unique focus is on "Helping employees where they're hurting"
What areas are employees currently struggling with that has the biggest impact on them personally and on their work performance?
Is it lack of emergency savings...or maybe education costs (student loan debt and / or saving for college)? How about health care expenses?
There are a growing number of ways to help employees where they're hurting (there are 5 different ways companies are currently helping employees with student loan debt!).
We help you evaluate ways to help employees where they're hurting so they can succeed with their money today and at retirement.
Schedule a 20 minute Zoom call to explore the latest in Workplace Financial Solutions and what design might make sense based on your Wishes, Workforce, and Wallet.
About Me.
After a career that began in education and coaching Division I college athletes, I’ve spent the past two decades immersed in the world of 401(k) plans and insurance. When it comes to retirement plans, I’ve seen every side of the table—working as a:
* Wholesaler, teaching advisors how to sell and service 401(k)s
* TPA Sales Rep, helping businesses design plans aligned with their goals
* Consultant, directly guiding over 160 businesses through setup and ongoing service
Along the way, I earned multiple securities licenses (6, 7, 63, 66) and advanced designations like AIF®, CPFA, PRP, and CRPS®. But eventually, I became frustrated with the industry’s narrow focus—where success was measured solely by plan participation and asset growth, even as employees struggled with financial stress.
Here’s the truth:
Employees can’t save for retirement if they’re living paycheck to paycheck, buried in debt, and one emergency away from crisis.
That’s why I created The Employee Roadmap—a 12-step system designed to guide employees through simple, quarterly actions that build real financial resilience: emergency savings, reduced debt, improved health, and meaningful retirement progress.
Integrated Retirement Solutions exists to bring that vision to life. We help employers:
Offer smarter, more strategic 401(k) plans
Invest in employee financial wellness that actually moves the needle
Understand why paying for the plan often generates better ROI than shifting costs to employees
We’re independent, educator-first, and results-driven. I’m also launching a small RIA to ensure we stay free from Wall Street conflicts and big financial firm agendas—so we can always act in the best interest of your business and your team.
If you're ready for a retirement plan that delivers real results—for both owners and employees—click the See How We Do It link above to schedule a conversation.
Get a Beta copy of The Employee Roadmap
This Roadmap helps guide employees through the exact steps along the journey to Real Retirement Readiness. The System is delivered in Quarterly Modules and is an included Bonus for all Retirement Plan clients.
Not Financial or Legal Advice
The information contained on this Website, and the resources available for download through this website, is not intended as, and shall not be understood or construed as, financial advice. It is for Educational and Consulting purposes only. I am not an attorney, accountant , or financial advisor, nor am I holding myself out to be. If you desire specific advice and recommendations to your personal situation, seek out advice from a professional who is aware of the facts and circumstances of your personal situation.We have done our best to ensure that the information provided on this Website as well as the resources for download and the courses available are accurate and provide valuable information. Regardless of anything to the contrary, nothing available on or through this Website or courses should be understood as a recommendation that you should not consult with a financial professional to address your specific situation. If you want or need personal, specific recommendations, we expressly recommend that you seek advice from a licensed professional.
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