IMA Retirement

About IMA Retirement

<p>From its Denver headquarters in the Front Range, IMA Retirement advises employers on workplace retirement plans with a focus on day-to-day plan decisions and fiduciary process. Founded in 1999, the firm works across the Mountain West and beyond, with additional offices in Wichita, the Dallas–Fort Worth metro, and Pasadena in the Los Angeles area.</p> <p>IMA Retirement reports more than $5 billion in client assets under advisement and management. Its work covers plan design, investment oversight, and governance support, along with participant advice and education built for employee groups with different levels of retirement readiness.</p> <p>On the sponsor side, the team helps set up and review plan features, document fiduciary decisions, and run periodic fiduciary audits. On the participant side, it provides guidance and communication programs intended to improve engagement and retirement outcomes.</p> <p>What sets IMA Retirement apart is its multi-office footprint that supports sponsors with consistent retirement plan oversight across several major U.S. regions.</p> <ul> <li>Plan design and plan feature consulting</li> <li>Participant advice, education, and communication programs</li> <li>Fiduciary audit support and fiduciary governance process</li> <li>Compliance support for ongoing plan administration</li> <li>Investment oversight for employer-sponsored retirement plans</li> </ul>

Website: https://imaretirement.com/

Founded: 1999