Integrated Pension Services Acquires BDS Consulting, Expanding Retirement Plan Capabilities

The acquisition strengthens Integrated Pension's retirement plan and workplace wealth offerings.

Published on Feb. 24, 2026

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Integrated Pension Services, a retirement planning services firm supporting over 500 companies, has acquired BDS Consulting Group, a specialized retirement plan consulting firm serving more than 260 clients nationwide. The transaction includes all client relationships and staff, further enhancing Integrated Pension's retirement plan compliance and consulting capabilities. BDS founder Jill Whittredge will remain in the near term to support a smooth transition for clients and employees.

Why it matters

The acquisition aligns with Integrated Pension's growth strategy of accelerating organic expansion through advisor and CPA relationships, while also pursuing inorganic opportunities with culturally compatible firms. It allows Integrated Pension to expand capacity, eliminate redundancies, and better serve plan sponsors, advisors, and participants.

The details

Under the deal, BDS clients will continue to operate under the BDS Consulting name in the near term, with a full rebrand to Integrated Pension expected within 12 months. All existing service agreements, service teams, and fee structures will be honored during the transition. The acquisition adds experienced staff and increased market presence to Integrated Pension, creating additional capacity to support continued organic expansion.

  • The acquisition was announced on February 19, 2026.

The players

Integrated Pension Services

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.

BDS Consulting Group

A highly specialized retirement plan consulting firm serving more than 260 retirement plan clients nationwide.

Jill Whittredge

The founder of BDS Consulting Group, who will remain in the near term to support a seamless transition for clients and employees.

Jason Grantz

The CEO and chief revenue officer of Integrated Pension Services.

Will Hackler

The president of Integrated Pension Services.

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What they’re saying

“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 of 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 of BDS Consulting Group

“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 of Integrated Pension Services

What’s next

The full rebrand of BDS Consulting to Integrated Pension is expected to be completed within 12 months.

The takeaway

The acquisition of BDS Consulting by Integrated Pension Services strengthens the latter's retirement plan compliance and consulting capabilities, allowing it to better serve plan sponsors, advisors, and participants while supporting its broader growth strategy of organic expansion and strategic acquisitions.