IMA Wealth, the retirement plan unit of IMA Financial Group, has created a retirement program for businesses whose plans have less than $10 million in assets.
Called IMA Wealth One Source, the program is offered with Alerus, which serves as the designated 3(16) plan administrator, and T. Rowe Price, which serves as record keeper.
IMA Wealth One Source offers a wide range of plan sponsor services, integrated participant communications, flexible investment options and full flexibility in plan design, IMA said in a release. The program includes a dedicated participant call center and an online platform which provides access to additional tools and resources.
Medicare scam, pandemic benefit theft, offshore tax evasion — federal prosecutors are casting a wide net.
Report finds that pension income acts as a financial lifeline for retirees facing late-life shocks and raises urgent questions about the DC-only future.
Nine-month electronic trading freeze and share lending program at the center of dismissed claim.
Meanwhile, Rossby Financial's leadership buildout rolls on with a new COO appointment as Balefire Wealth welcomes a distinguished retirement specialist to its national network.
With a smaller group of companies driving stock market performance, advisors must work more intentionally to manage concentration risks within client portfolios.
As technical expertise becomes increasingly commoditized, advisors who can integrate strategy, relationships, and specialized expertise into a cohesive client experience will define the next era of wealth management
Growth may get the headlines, but in my experience, longevity is earned through structure, culture, and discipline
