Rob Goldman

Think of IMA Retirement as your retirement plan co-pilot. Whatever your vision, we make it our mission to help you maximize the benefits — and minimize the work — of offering a retirement plan. Our team of experts will streamline all aspects of your plan management, from innovative plan design and ongoing investment monitoring to effective employee engagement strategies that improve retirement outcomes. We also help your employees navigate the complexities of retirement planning and focus on the actions they can take today to ensure a smooth flight toward their financial goals. And since we don’t sell proprietary investments or accept commissions, you can always rely on us to be completely objective. We’re 100% focused on doing what’s in the best interests of your organization and your employees — and we’re eager to serve as a collaborative member of your benefits team.