IMA Wealth offers small-plan retirement program
Alerus serves as the designated 3(16) plan administrator and T. Rowe Price serves as record keeper.
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.
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