OUR TEAM

Your retirement plan flight crew.

When you partner with IMA Retirement, you’ll have more than a plan co-pilot on your side. You’ll have an entire flight crew supporting you through every step of the journey. 

Crew Members

Meet your flight crew

Our team of professionals will streamline all aspects of your plan management, from innovative plan design and ongoing investment monitoring to effective employee engagement strategies that improve retirement outcomes.

Your Retirement Advisor

Team leader responsible for the overall relationship.

  • Your co-pilot / plan strategist
  • Develops overall plan strategy
  • Deploy resources to meet your needs
Your Employee Benefits Advisor

We’ll collaborate closely with your other benefits advisors to ensure your overall benefits offering is cohesive and attractive.

  • Holistically align objectives across all benefits
  • Employee benefits / retirement plan integration
  • Cohesive communication planning
Your Service Team Leader

Responsible for the seamless execution of your plan strategy on an ongoing basis.

  • Day-to-day Contact
  • Problem Solver
  • Opportunity Maximizer
Your Employee Engagement Director

Enhances your employees’ understanding, appreciation, and optimization of their retirement benefits.

  • Communication planning/execution
  • Employee education/training
  • Holistic financial wellness coaching
Your Investment Specialist

Handles the oversight, documentation, and management of your investment options.

  • Handles ongoing investment monitoring
  • Guides investment selection
Your Compliance Advisor

Responsible for ensuring your plan stays in compliance.

  • Plan review/documentation
  • ERISA legal counsel
  • Compliance monitoring/reporting
Your Data and Analytics Specialist

Provides mission-critical, data‑driven insights to optimize your plan and enhance employees’ outcomes.

  • Plan health metrics
  • Competitive plan benchmarking
  • Plan testing/reporting
Your On-Demand Experts

As part of an integrated financial services company, we have access to a host of other experts as needed.

  • Executive Benefits Specialists
  • Private Wealth Advisors
  • Whole Health Experts
  • Private Equity and M&A Diligence Specialists