Ivy Investments Joins the Retirement Advisor Council

East Granby, CT – We are pleased to announce Ivy Investments has joined the Retirement Advisor Council as part of the Investment Manager college.

Ivy Investments is one of 19 investment managers on the Council. The company will be represented by Angela Achatz, VP, Head of DCIO.

"It is very important to be at the forefront of change and innovation, especially as the industry faces an evolving landscape. Ivy Investments is pleased to join the Advisor Retirement Council as we look to collaborate with like-minded people in our efforts to ensure retirement security for all as challenges and opportunities continue to arise in the retirement benefits industry," said Achatz.

Ivy Investments, at its core, is a highly-respected investment organization that traces its roots to the inception of the mutual fund industry. The company’s heritage and culture are built upon a commitment to investment excellence. With expertise in sales, operations, product development and marketing, Ivy Investments’ leadership team is skilled at building relationships and strategies that place it at the forefront of the industry.

The Retirement Advisor Council is a national organization that advocates for successful qualified plan and participant retirement outcomes through the collaborative efforts of experienced, qualified retirement plan advisors, investment managers and defined contribution plan service providers.  To advance its mission, the Council undertakes initiatives in the areas of research, public relations and promotion, general public education, regulatory positions and practice management.  The Council accomplishes this mission by:

  • Identifying duties, responsibilities, and attributes of the Professional Retirement Plan Advisor.
  • Sharing professional standards with plan sponsors who are responsible for the success of their plans.
  • Providing collective thought capital to decision makers, product providers, legislators and the public.
  • Giving voice to the retirement plan advisor community
  • Offering tools to evaluate advisors to ensure the quality of services provided.

About Ivy Investments

Ivy Investments is a global organization recognized for inventive, actively-managed investing strategies that helps investors best meet their long-term goals. It is part of an organization dating to 1937, with a time-tested investment process and an authentic and demanding culture – one that values preparedness, collaboration and accountability. These values extend from a broad internal investing capability, which reaches all major asset classes, to subadvisor partners, to the distribution team that supports advisors and clients. Ivy Investment Management Company and Ivy Distributors, Inc. are affiliates of Waddell & Reed Financial, Inc.

Learn more about Ivy Investments retirement plans at www.ivyinvestments.com.

Learn more about the Retirement Advisor Council at www.retirementadvisor.us

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