Updated November 21, 2023
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Ingham Retirement Group

Investment Advisor Firm
Total assets under management$2B
Years in business52+

About Ingham Retirement Group

Established in 1972, the Ingham Retirement Group (Ingham) is a national, independent financial advisory company specializing in retirement plan consulting, investment advisory, record keeping, and actuarial services. With over $1 billion under administration, Ingham has provided comprehensive services to over 7,000 benefit plans across 40 states.

One of the key factors contributing to Ingham's success is its highly skilled team of professionals. With more than 50 qualified experts holding various actuarial, retirement, and financial/investment credentials, including an ERISA attorney, CPA, actuaries, investment advisor representatives, fiduciary analysts, and compliance administrators. This diverse team ensures that Ingham can provide top-notch service in all areas of retirement planning.

In addition to their retirement planning and investment advisory services expertise, Ingham's investment advisory and third-party administration departments undergo annual fiduciary audits and have received national certification for their services. This commitment to excellence has earned them recognition as a founding Council of Independent Record Keepers (CIKR) member.

Ingham's ultimate vision is simple — to help people accumulate enough money for retirement so that they do not outlive it. They call this goal "Retire for a Lifetime," which drives every aspect of their work. For over 40 years, they have assisted employees, companies, and individuals in saving and investing for retirement. Furthermore, Ingham maintains an active voice on Capitol Hill and consistently advocates for retirement policy changes that align with their clients' best interests. Their dedication to staying informed and involved in the industry ensures they can continue providing exceptional service and make retirement happen for their clients.

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Monthly Fee
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Areas of specialty

  1. Retirement planning
  2. Investment Advisory

More about Ingham Retirement Group

DesignationsMinimum asset threshold
RIAN/A
Firm CRD NumberNumber of advisors
10629912

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