Integrated Pension Services, a retirement planning services firm supporting more than 500 companies, announced that it has acquired BDS Consulting Group, a specialized retirement plan consulting firm serving more than 260 retirement plan clients nationwide.
The acquisition increases Integrated Pension’s scale by nearly 50% and includes all client relationships and staff. The transaction further strengthens the company’s retirement plan and workplace wealth capabilities. BDS brings expertise across retirement plan compliance and consulting, supporting plan sponsors nationwide on a wide range of recordkeeping platforms. Founder Jill Whittredge will remain in the near term to support a seamless transition for clients and employees.
In the near term, BDS clients will continue operating under the BDS Consulting name, with a full rebrand to Integrated Pension expected to be completed within 12 months. During the transition, all existing service agreements, service teams, and fee structures will be honored.
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 also pursuing inorganic growth opportunities with culturally aligned firms. With the transaction, Integrated Pension adds experienced staff and expands its market presence while creating additional capacity to support continued organic expansion.
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. The firm provides third-party administration and consulting solutions to plan sponsors, advisors, and participants, helping employers establish, manage, and optimize retirement plans while supporting individuals in achieving improved retirement outcomes.
KEY QUOTES
“This acquisition is a natural extension of our growth strategy and our mission. 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.”
Jason Grantz, CEO And Chief Revenue Officer, Integrated Pension Services
“I chose Integrated Pension because their business model is closest to ours. 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.”
Jill Whittredge, Founder, BDS Consulting
“All BDS employees are joining Integrated Pension, and that was a priority from the outset. 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.”
Will Hackler, President, Integrated Pension Services
