Plan Design Consulting
To deliver better answers, we start with better questions.
Innovative retirement strategies that chart a clear course toward a secure financial future.
Our Approach
What to know
Your retirement plan should benefit both your organization and your employees. This requires a design rooted in a deep understanding of your business objectives and clear insights into your employee population – two areas we excel in at IMA Retirement.
We listen carefully to what matters most to you and your employees, then leverage the latest innovations in plan features and proven best practices to ensure your plan is both effective and engaging.
Key questions to ensure your plan design helps achieve your business goals
- Is our plan meeting our business objectives?
- Is our plan competitive relative to others in our industry?
- Can our retirement benefits be better integrated into our overall employee benefits offerings?
- Can we reduce our risk of offering a retirement plan?
- How can we save time managing our program?
- Are there ways for us to reduce expenses?
- Are our employees on track to retire?
- What else can we do to enhance our employees’ retirement outcomes?
- Can we target our program to reward certain populations of employees?
Ready to take your retirement program to new heights?
Let us serve as your co-pilot.