Acquisition increases Integrated Pension’s scale by nearly 50%, strengthening retirement plan consulting nationwide

BOSTON--(BUSINESS WIRE)--

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 plan consulting firm serving more than 260 retirement plan clients nationwide.

The transaction is inclusive of all client relationships and staff, and further strengthens Integrated Pensions’ retirement plan and workplace wealth capabilities. BDS brings deep expertise across retirement plan compliance, and consulting, supporting plan sponsors on a wide range of recordkeeping platforms nationwide. Founder Jill Whittredge will remain in the near term to support a seamless transition for clients and employees.

“This acquisition is a natural extension of our growth strategy and our mission,” said Jason Grantz, CEO and chief revenue officer of Integrated Pension Services. “BDS is deeply aligned with how we serve clients—combining technical expertise, responsiveness and a genuine commitment to retirement security. Bringing our teams together allows us to expand capacity, eliminate redundancy and better serve plan sponsors, advisors and participants.”

In the near term, BDS clients will continue to operate under the BDS Consulting name, with a full rebrand to Integrated Pension expected to be completed within 12 months. Throughout the transition, all existing service agreements, service teams and fee structures will be honored.

“I chose Integrated Pension because their business model is closest to ours,” said Whittredge, founder of BDS Consulting. “I know they will continue delivering the same high-quality, timely support our clients expect. This partnership ensures continuity for our clients and a strong future for our team.”

The acquisition supports Integrated Pension’s two-part growth strategy, which includes accelerating organic growth through relationships with advisors, CPAs and centers of influence, while pursuing inorganic growth opportunities with culturally aligned firms. With this transaction, Integrated Pension adds experienced staff and increased market presence, while creating additional capacity to support continued organic expansion.

“All BDS employees are joining Integrated Pension, and that was a priority from the outset,” said Will Hackler, president of Integrated Pension Services. “We’ve structured this integration to be thoughtful and deliberate, ensuring continuity for clients while creating new efficiencies and long-term growth opportunities for our team.”

Firms wishing to learn more are encouraged to visit integrated-pension.com.

About Integrated Pension Services

Integrated Pension Services is a national retirement plan consulting, and compliance firm dedicated to expanding retirement security in the United States, servicing more than 400 corporations across the country. Integrated Pension helps employers establish, manage and optimize successful retirement plans while supporting individuals in achieving better retirement outcomes. The firm delivers comprehensive third-party administration and consulting solutions to plan sponsors, advisors and participants, combining technical expertise with a client-first approach. Through its integrated platform and collaborative model, Integrated Pension Services supports retirement plans across a wide range of industries and recordkeeping platforms. To learn more, please visit integrated-pension.com

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Source: Integrated Pension Services