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.

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.