Allison Wright is Vice President and Retirement Plan Manager for IMA Wealth, Inc. in our Dallas office. In her role, Allison consults her retirement plan clients on plan design, fee analysis, best practice processes recommendations, investment committee reviews and recommendations, RFP design and oversight, incorporating behavioral finance strategies to encourage increased participation, and providing group education. Allison is also experienced in plan administration including compliance testing, corrective procedures, plan asset reconciliation, and Form 5500 filings.