Integrated pension services combine strengths with the benefits of Friedman LLP 21


BOSTON–(COMMERCIAL THREAD) – Integrated Pension Services (IPS), the retirement and retirement services arm of Integrated Partners, today announced the acquisition of Benefits 21, the pension administration services group of Friedman LLP. Friedman LLP is one of the world’s largest and most reputable Chartered Accountants (CPA) firms.

Through this transaction, IPS consolidates its position as a leader in pension services. For more than 40 years, IPS has provided specialist advisory and administrative services in the employee pension industry and has become a pioneer in retirement planning.

“With the addition of Benefits 21, we are able to further expand our pension administration business and offer our services to our clients within a larger geographic footprint,” said Will Hackler, Director of Services at IPS retirement.

Friedman has been providing accounting, tax and business advisory services to private and public companies since 1924. Based in Manhattan, Friedman has operations on the east and west coasts of the United States as well as in China.

“Our decision to form a strategic alliance with Integrated Pension Services was based on their in-depth knowledge of the industry and the superior level of support they provide to clients,” said Harriet Greenberg, CPA, PFS, associate co-director of Friedman. “Friedman’s goal is always to align ourselves with the best and the brightest. ”

To learn more about IPS’s services, click here.

About Integrated Partners

Since 1996, Integrated Partners has supported financial advisers in achieving their entrepreneurial vision. We offer comprehensive business start-up services, designed with the truly independent advisor in mind. With over one hundred and fifty advisors, one hundred and twenty-seven CPAs and forty-five regional offices across the United States. Integrated has built our reputation advisor by advisor, client by client. Built and developed on a foundation of empowerment, integrity and trust, we believe in the incredible power that financial advisors have to positively impact people’s lives. Integrated supports advisors by providing a fully customizable open architecture business environment: technology, investment management, advanced planning, CPA partner program, curation, marketing, public relations, mergers and acquisitions, succession planning, and comprehensive business consulting.

We believe in advisers. Let us prove it to you.

About Friedman LLP

Friedman LLP has served the accounting, tax and business consulting needs of public and private companies for almost 100 years. Our industry-driven practices feature concentrated areas of expertise and a deep understanding of the current economic environment. We have the ability to innovate in our approach, to act quickly in our decision-making and to be flexible in our service delivery. Our customers benefit from privileged contact with our partners, from cutting-edge technical expertise and from our understanding of their industries and professions. We pride ourselves on combining the staff and resources of a large firm with a philosophy of personal responsibility to our clients. Friedman is headquartered in New York and has offices on the east and west coasts of the United States as well as in China.

Investment advice provided by Integrated Partners, a registered investment advisor.


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