Specialty & Expertise

An employer-sponsored retirement plan is one of the most important employee benefits you can offer. That said, selecting and monitoring a retirement plan can be overwhelming for even the diligent employer, so IDA has developed a team of experienced, retirement plan professionals dedicated to helping plan sponsors with these hefty responsibilities.

Our specialty and expertise lies in helping you mitigate fiduciary liability while optimizing investment opportunities, ensuring plan compliance, and helping plan participants achieve financial security. With an objective and unbiased approach, IDA will help you select, implement, and manage a robust, retirement plan.


A financial adviser held to a fiduciary standard occupies a position of special trust and confidence when working with a client. As a fiduciary, the financial adviser is required to act with undivided loyalty to the client.

Please click the icon above to learn more about IDA and our Fiduciary responsibility.