Creating a Path to Help Employees Reach their Retirement Goals
Striving to achieve better retirement outcomes for employees starts with innovative plan design. We guide clients through strategic goal setting aimed at aligning plan design with the organization’s goals and objectives leading to the potential for greater plan success as defined by enhanced asset accumulation and greater potential income replacement.
PLANavigator™: Shifting the Paradigm of Creating Successful Participant Outcomes
By maximizing employer cost effectiveness and enhancing participant outcomes, PLANavigator™ creates unparalleled results, charting the way for a successful high impact retirement plan.
PLANavigator™ technology is not proprietary to IMA Wealth, Inc. This technology is offered through the RPAG platform. RPAG and IMA Wealth, Inc. are separate, non-affiliated companies. IMA Wealth, Inc. pays RPAG for use of their platform and resources.