Consulting to help you monitor and manage your retirement plan

We understand that an employer-sponsored retirement plan is one of the most important employee benefits you can offer to your valued employees. Selecting and monitoring a qualified retirement plan can be overwhelming for even the most diligent plan sponsor. IDA has developed a team of experienced, qualified retirement plan professionals dedicated to helping plan sponsors manage their responsibilities.


  • Custom Managed Portfolio for EVERYONE at NO Additional Cost

  • Automated Education Targeted to Specific Needs of Each Participant

  • Personalized Financial Plans for TRUE Participant Wellness

  • Full Fee Transparency With Automatic Price Decreases as Plan Grows

  • 3(21) and 3(38) Fiduciary Support for You as a Plan Sponsor at NO Additional Cost

  • Fiduciary Investment Advice

  • Employee Education Designed to Engage and Get Them on a Savings Path