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(REDLINED) Revised Investment Management Agreement for QDIAs (A0285529x9E0D7) (A0291558).DOC. 12204A0291558.1/font8

(REDLINED) Revised Investment Management Agreement for QDIAs (A0285529x9E0D7) (A0291558).DOC. 12204A0291558.1/font8 2025

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The document outlines the ERISA Fiduciary 3(38) Investment Management Agreement between IRON Fiduciary, a service of Creative Planning, LLC, and the Employer/Plan Sponsor. It details the fiduciary responsibilities of IRON in managing investment services for participant-directed retirement plans, including the development of an Investment Policy Statement (IPS), selection and monitoring of Designated Investment Alternatives (DIAs), and ongoing fiduciary services. The agreement emphasizes IRON's duty to act solely in the interest of plan participants while also outlining limitations on its services, fee structures, and compliance with applicable laws. Additionally, it includes provisions for termination, indemnification, and dispute resolution.

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Versions	Form popularity	Fillable & printable
2022	4.4 Satisfied (57 Votes)
2017	4.6 Satisfied (50 Votes)

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What does an investment management agreement do?

What does Investment management agreement mean? Agreement between an investment manager and the trustees of a scheme that sets out the basis on which the manager will manage a portfolio of investments for the trustees.

What is an investment management arrangement?

An IMA is a legally binding contract between an investor and a fund manager. It outlines the terms and conditions of how the investors funds will be managed, and the specific responsibilities and obligations of both parties.

What is the purpose of the investment management agreement?

The agreement helps align the investors goals and expectations with the investment strategies employed by the fund manager. Moreover, an IMA safeguards the interests of both parties, ensuring transparency, accountability, and confidentiality.

What is the purpose of investment management?

Investment managers work with investors money to help them reach their financial goals. They come up with ways to allocate stocks and bonds that align with the clients goals, buy and sell investments when necessary, oversee the performance of the portfolio and report results back to their clients.

What is the purpose of an investment agreement?

Investment agreements are legal contracts between an investor and a company. The investor supplies funds with the intent of receiving a return. In turn, the company protects the individuals financial investment in the business. The Securities Act of 1933 governs investment contracts.