IMA RETIREMENT NEWS + RESOURCES

The latest market information from IMA Retirement

FINANCIAL + EDUCATIONAL RESOURCES

Q1 2024 Market Review

  • In his latest video, IMA Retirement’s Portfolio Manager, Justin Kittle CFA®, CAIA®, CFP®, shares his perspectives on the first-quarter market performance and a look ahead with a fresh market outlook for the second quarter.
    Watch Latest Quarterly Review Video

IMA RETIREMENT PUBLICATIONS

  • Industry Insights

    Stay in the know about legal and regulatory updates for each quarter
    Read Latest Edition of Industry Insights

  • Participant Corner

    Latest Edition: Estimating Your Financial Needs for Retirement
    Read Latest Edition of Participant Corner

  • Retirement Times

    Latest Edition: Boomer or Bust: Charting a Path Toward Retirement Security, Executive Summary of Key Trends in Retirement Plan Participant Behaviors and Plan Design (2023), Americans spend 2.5 Hours Per Day "Dreamscrolling"—and Say it Motivates Them to Reach Financial Goals
    Read Latest Edition of Retirement Times

  • SECURE 2.0 Act

    In December of 2022, Congress passed the Consolidated Appropriations Act of 2023 (the Act). This omnibus bill funds the federal government through the end of the current fiscal year. A number of legislative initiatives were attached to the omnibus funding package, including the retirement reform measures commonly referred to as SECURE 2.0.
    Read the SECURE 2.0 Act of 2022