Boston-based retirement plan consultancy Integrated Pension Services is expanding its footprint through the acquisition of BDS Consulting Group, a specialized advisory firm serving more than 260 retirement plan clients across the United States.
The transaction transfers all client relationships and employees to Integrated Pension, bolstering its current book of more than 500 companies.
BDS Consulting adds extensive experience in compliance and advisory services, helping plan sponsors manage retirement programs across a wide array of national recordkeeping platforms. Founder Jill Whittredge will remain involved during the transition period to help ensure continuity for both employees and clients.
“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 short term, BDS clients will continue operating under the existing brand. Integrated Pension expects to complete a full rebranding within roughly a year. During that period, current service agreements, pricing structures and client service teams will remain unchanged, according to the firms.
Whittredge said cultural alignment played a central role in selecting a partner.
“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 reflects Integrated Pension’s broader expansion strategy, which combines organic growth through advisor, CPA and professional referral relationships with targeted acquisitions of firms that share similar operating philosophies.
By adding BDS, the company gains additional personnel and broader national reach while freeing up internal capacity to pursue further growth initiatives.
“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.”
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