Investment Management Agreement (IMA) for Pension Plans | Practical Law

Investment Management Agreement (IMA) for Pension Plans | Practical Law

A model investment management agreement (IMA) between the plan administrator of an employer's qualified pension plan (as defined under the Employee Retirement Income Security Act of 1974 (ERISA) and the Internal Revenue Code of 1986 (Code)) and an investment manager for the plan. This Standard Document has integrated notes with important explanations and drafting tips.

Investment Management Agreement (IMA) for Pension Plans

Practical Law Standard Document 7-505-8445 (Approx. 22 pages)

Investment Management Agreement (IMA) for Pension Plans

by Practical Law Employee Benefits & Executive Compensation
MaintainedUSA (National/Federal)
A model investment management agreement (IMA) between the plan administrator of an employer's qualified pension plan (as defined under the Employee Retirement Income Security Act of 1974 (ERISA) and the Internal Revenue Code of 1986 (Code)) and an investment manager for the plan. This Standard Document has integrated notes with important explanations and drafting tips.