IMA RETIREMENT NEWS + RESOURCES

The latest market information from IMA Retirement

FINANCIAL + EDUCATIONAL RESOURCES

Q3 2024 Market Review

  • In this quarter’s market commentary, Justin Kittle, CFA®, IMA Retirement’s Portfolio Manager, shares his thoughts on the stock market’s rise throughout the third quarter, despite a rocky start and high volatility.
    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: Harvesting Financial Lessons
    Read Latest Edition of Participant Corner

  • Retirement Times

    Latest Edition: Rate Cuts and Retirement: Navigating Change, Protecting Benefit Plans from Cybersecurity Threats, Increasing 401(k) Balances Can Bring Increased Risk, IMA Named a Best Places to Work in Insurance for the Fifth Consecutive Year
    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