Ben Stein is a Retirement Plan Manager for IMA Wealth, Inc. in our Denver office. In his role, Ben works alongside our retirement plan clients to assist them with all client support needs ranging from plan design, fiduciary investment review reporting, fee benchmarking and provider oversight, plan administration, fiduciary governance, and employee education.
Prior to joining IMA Wealth, Inc., Ben served as a Qualified Plan Advisor with Royal Alliance. Ben worked directly with company executives on implementing plan design suitable to their company needs and with plan participants in helping them achieve their retirement goals. Ben graduated from Brandeis University with a Bachelor of Arts in Biology. He earned the Certified Plan Fiduciary Advisor (CPFA) designation through NAPA (National Association of Plan Advisors) in 2019. Ben holds the FINRA Series 7 and the State registration 66.