IMA Wealth One Source
A Streamlined Retirement Plan Solution
- One Source
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
Benefit from economies of scale.
Investment and administrative fiduciary risks outsourced.
Reduced time spent managing the plan.
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.