- Business
- One Source
Allowing you to focus on what’s most important: Helping your employees achieve their retirement savings goals.
IMA Wealth One Source is a streamlined retirement plan solution designed to reduce fiduciary liability, ease administrative burden, and reduce the plan expenses.
Built exclusively for IMA Wealth clients, it delivers comprehensive and streamlined plan sponsor services, integrated participant communications, and flexible investment options – all at a competitive price. Further, employees can expect an exceptional experience with T. Rowe Price’s dedicated participant call center and online tools and resources.
IMA Wealth One Source is a streamlined retirement plan solution designed to reduce fiduciary liability, ease administrative burden, and reduce the plan expenses.
Built exclusively for IMA Wealth clients, it delivers comprehensive and streamlined plan sponsor services, integrated participant communications, and flexible investment options – all at a competitive price. Further, employees can expect an exceptional experience with T. Rowe Price’s dedicated participant call center and online tools and resources.
Key Services Include:
- 3(38) Investment Management Fiduciary
- 3(16) Plan Administrator Fiduciary
- 360 Payroll Integration services available
- Dedicated support of a T. Rowe Price Relationship Manager
- Integrated participant communications and group education
IMA Wealth One Source Benefits
Cost Efficiency
Benefit from economies of scale.
Lower Risk
Investment and administrative fiduciary risks outsourced.
Saved Time
Reduced time spent managing the plan.
Flexibility
Customized plan design.
Outsourcing the administration of your retirement plan to IMA Wealth One Source reduces your administrative burden and maximizes your fiduciary protection.
The majority of administrative and investment responsibilities are delegated to retirement professionals, so you have more time to focus on your business needs.
SOPHISTICATED SOLUTIONS, WITHOUT THE FUSS.
The IMA Wealth team is here for you. Our business is built on empathy and experience.