Fiduciary Governance
We take care of your plan so you can focus on your business.
Oversight, analysis, and reporting to keep your plan compliant and the path forward, turbulence free,
Our Approach
What to know
At IMA Retirement, we serve as a fiduciary for 100% of our clients. Not only are we legally bound to act in your best interest, we ensure your plan complies with all ERISA rules and requirements.
On a regular basis, we’ll analyze all necessary key areas to make sure there are no gaps or delays in the fulfillment of your plan’s management responsibilities. Shoulder to shoulder with your retirement committee, we’ll work to keep your plan compliant and competitive.
Our Radar
Plan Governance
— Establish governance framework.
— Document processes and decisions.
— Maintain plan records.
Plan Documentation
— Assist with plan design.
— Review and update plan documents as needed.
ERISA Reporting
— Ensure compliance with reporting and disclosure requirements.
Investment Oversight
— Create investment policy.
— Select and monitor investment options.
— Guide investment committee.
Provider Selection
— Evaluate provider services and products.
— Overseee selection process.
— Assist with implementation.
Ready to take your retirement program to new heights?
Let us serve as your co-pilot.