Rob
Goldman
President, IMA Retirement
As President of IMA Retirement, Rob spearheads the company’s mission to deliver innovative and tailored retirement solutions to our diverse client base. A strong advocate for helping every worker retire with dignity, Rob consistently demonstrates his ability to help organizations maximize their retirement program by minimizing fiduciary liability, streamlining administration, and enhancing retirement outcomes for their employees.
His career includes notable roles such as National Sales Manager at Transamerica, where he was a key contributor and strategist for the company’s retirement recordkeeping division. At Marsh and McLennan, he led the NY/Tri-state Retirement Practice to record sales and developed its widely-used Retirement Plan Analytics tool. Robert’s entrepreneurial spirit also led him to found Savingsworks, LLC, an independent TPA firm helping small organizations offer retirement programs. Known for his personalized approach and strategic vision, Robert is dedicated to building long-term client relationships and delivering exceptional value.
Outside of work, he enjoys spending time with his family, he loves cooking, and reluctantly agrees with Mark Twain that “Golf is a good walk spoiled”.