INVESTMENT OVERSIGHT
We don’t just lighten your workload. We shoulder your responsibilities.
Dynamic, objective management that means more results and less work.
Our Approach
What to know
Successful management of your retirement plan’s investment options is crucial, as the investments you select and the fees you pay shape the retirement outcomes of everyone in your organization for years to come.
Fortunately, IMA Retirement assumes the fiduciary responsibility as your plan’s investment advisor. Unlike many other advisors, IMA doesn’t sell proprietary investments or accept any commissions. So you can trust our team of professionals to provide objective advice that’s truly in the best interests of both you and your employees.
Sound investing can be complicated.
We make it easy for you.
What We Deliver
Investment Strategy
We create an investment policy and establish selection criteria.
Fund Selection
We provide due diligence and create tailored fund lineups.
Ongoing Monitoring
We develop scorecards and track criteria adhereance.
Fund Changes
We manage replacement process and communicate to participants.
Ready to take your retirement program to new heights?
Let us serve as your co-pilot.