Whether you are an employee, company or individual investor, the most effective retirement plan is one that is designed to meet your needs and goals. The right plan can have a large impact on your overall financial success.


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Employer Sponsored Retirement Plans

Independent provider model with multiple alliances.

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Rollover IRA

Consolidate your retirement savings into one account with our Rollover IRA.

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Individual Wealth Management

Tailored retirement-planning solutions for individual investors.

We support a number of plan types and features, including:

  •   Pension plans
  •   401(k), defined contribution plans and safe harbor plans
  •   Non-qualified deferred compensation
  •   Cash balance plans

Consolidate your retirement savings into one account with our Rollover IRA.

  •   Traditional and Roth options
  •   Annuity purchase program through Income Solutions

Tailored retirement-planning solutions for individual investors.

  •   Estates and trusts
  •   Annuity purchase-program through Income Solutions
  •   Are you an employee with an Ingham Retirement Plan? Visit our Employee Support Center

To learn more about the different plans we offer, call us at 888-458-5557
and ask to speak with a member of our team.