WE HAVE ONE VISION

 

Retire for a Lifetime
Our Story

We have one vision: Help people accumulate enough money for retirement so that they do not outlive it. We call this goal Retire for a Lifetime. And it’s not just a poster on the wall. It inspires everything we do.

For more than 40 years, we have been helping employees, companies and individuals save and invest for retirement. In that role, we can act as Consultants, Recordkeepers, Third Party Administrators, Investment Advisors, Fiduciaries and Actuaries. In every role, we are dedicated to making retirement happen.

We believe prudent processes and a trained staff are essential to the success of our clients and our organization. We take the time to cultivate a fiduciary-friendly culture and ensure our processes conform to best practices.

We currently service more than 1,000 plan relationships in the small– to large-sized markets, with a participating-employee count ranging from just a few individuals to more than 5,000 employees. We were the first U.S. Recordkeeper to earn CEFEX/ASPPA certification, and we consistently maintain a voice on Capitol Hill. We’re proud of our accomplishments, believing they will help you make retirement happen.

At Ingham, we are retirement industry leaders
trained professionals and offer a Fiduciary friendly culture.

 

Leadership

We take our leadership status seriously. That’s why we:

  •    Participate in industry trade groups and have a voice on Capitol Hill
  •    Were a founding member of the Counsel of Independent Recordkeepers (CIKR)
  •    Were the first U.S. Recordkeeper to earn The Centre For Fiduciary Excellence (CEFEX / ASPPA) certification
  •    Were the first Investment Advisor to earn CEFEX Certification
Education

We believe in education. That’s why:

  •    Our staff of 50 employees includes an ERISA attorney, a CPA, actuaries, Investment Advisors, Fiduciary Analysts and Compliance Administrators
  •    Our employees hold a number of licenses and designations, including AIF, CFP, QKA, RIA
  •    Each of our Plan Consultants are trained and certified as an Accredited Investment Fiduciary (AIF) or Accredited Investment Fiduciary Analyst (AIFA) by the Center for Fiduciary Studies
Fiduciary

We take fiduciary responsibilities seriously. That’s why:

  •    Our investment advisory and administrative departments undergo annual fiduciary audits and hold certifications from CEFEX and ASPPA
  •    Our shareholders have unanimously adopted the Global Fiduciary Precepts and Due Diligence Screens for Investment Managers of the Center for Fiduciary Studies