Niche Expertise Independent full-service retirement plan consulting and administration with over $1B under administration and more than 7,000 plans served across 40 states, indicating a strong existing client base and potential cross-sell of advisory, record-keeping, and actuarial services.

Experienced Team Over 50 qualified professionals including ERISA attorney, CPA, actuaries, and compliance experts, suggesting capacity to handle complex plan designs, fiduciary audits, and specialized services that can be upsold to mid-market employers and multi-site organizations.

Fiduciary Credentials Annual fiduciary audits and national certification for Investment Advisory and Third Party Administration departments position Ingham as a trusted partner for fiduciary governance, creating opportunities for RFPs focused on compliance, risk management, and regulatory readiness.

Strategic Partnerships Founding Member of the Counsel of Independent Record Keepers and distinct TPA and advisory offerings open avenues to partner with consultants, brokers, and plan sponsors seeking independent, compliant administration and advisory support.

Growth Signals Revenue in the 25–50 million range with a scalable national footprint and prior expansion into international markets via asset acquisitions; target mid-market to large employers looking for comprehensive, disciplined retirement and investment services.