Managing your fiduciary risk by providing advice, innovation, and transparency

STRATEGIC & KNOWLEDGEABLE

At IMA Wealth we are proud to have a team of retirement plan professionals who focus on what matters to you as a plan sponsor.

RETIREMENT PLAN CONSULTING

We provide clients with a level of Retirement Plan Consulting expertise and service that has made us a trusted and valued partner and fiduciary. IMA Wealth’s mission and commitment is to focus on the core areas of plan design and oversight which support you as an employer:

  • increase employee satisfaction and attract and retain top talent at every level of the organization
  • help plan participants attain “retirement readiness”
  • focus on objectives that matter most to you and your employees
  • help identify and mitigate your personal liability risk as plan fiduciary

RETIREMENT PLAN

Our team of retirement plan and investment specialists provide practical solutions for qualified and non-qualified plans, ESOPs, KSOPs, and executive benefits programs. IMA Wealth’s services are flexible and can be tailored to meet your specific needs which can include:

FIDUCIARY OVERSIGHT
  • Fiduciary Plan Assessment
  • Fiduciary Process Evaluation
  • 404(c) Compliance Monitoring
  • Fidelity Bonding Review
  • Serve as ERISA 3(21) or 3(38)
  • Legislative/Regulatory Update
  • Fiduciary Insurance Review
COMPREHENSIVE INVESTMENT MANAGEMENT
  • Investment Policy Development & Annual Review
  • Investment Menu Design & Monitoring
  • Fund Replacement & Fund Manager Search
  • Asset Allocation Modeling
  • Investment Reviews
  • Comprehensive Reports
EMPLOYEE EDUCATION & COMMUNICATION
  • Employee Plan Assessments
  • Aggregate Replacement Ratio Analysis
  • Employee Investment Utilization/ Participation Analysis
  • Develop Education Program Strategy
  • Enrollment & Education Meetings
DESIGN & RECORDKEEPING OVERSIGHT
  • Plan Design Consulting
  • Vendor Fee & Service Benchmarking & Review
  • Vendor Search
  • Vendor Management & Issue Resolution
  • Transition Services

Family / Wealth
Management 

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Institutional / Asset
Management

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