FMi Retirement Services

Employer Retirement Plans

Think of FMi as your building partner. Our unprecedented selection of easy, innovative retirement solutions is at your disposal, ready to help you retain and attract top employees – and help them build solid financial futures.

We specialize in retirement plan services for U.S. and multinational corporations, and we have the international proficiency to do it right. But our personal service is what sets FMi apart – one of many lessons we’ve learned during thirty-plus years of retirement- and benefit-plan administration.

FMi can be your one-stop solution, or we can create a unique combination of third-party providers to enable a deeper customization of your personalized retirement plans. FMi’s wide range of services and myriad professional alliances provide increased independence and allow you to replace record-keepers, investment advisers, brokers and trustees – without changing your retirement-plan structure.

Whether bundling our myriad services or selecting individual options to meet specific needs, count on your expert retirement-plan assistant. Count on FMi.

Flexibility of Service

Take Control of Your Future

FMi makes it easy to control your financial destiny. You’ve searched long and hard for the right combination of retirement benefits – the package your company needs and your employees deserve. For decades, FMi has tailored its services around that simple, very important concept: Giving top companies the retirement plan setup, investment selection and administration they want.

Our commitment to cutting-edge technology; our navigation-friendly, state-of-the-art website; our real-time reporting capabilities; our on-demand selection of digital tutorials and other educational components; our keen analysis of industry developments...

It all adds up to simplified customer service – one point of contact for all your retirement-plan questions, from account maintenance to census data collection to online support and reporting. FMi offers all this and more, all to simplify maintenance of your company’s retirement plan – just one part of the solid planning that helps FMi’s clients attract and retain top employees.


Employer Services

  • Plan Design
  • Plan Documents
  • Investment Reporting
  • Enrollment Support
  • Participant Education
  • Flexible Investment Offerings
  • Worldwide Plan Accessibility
  • Electronic Data Submission
  • Plan Sponsor Website

Employee Services

  • Participant Website
  • Communication
  • Education
  • Account Statements
  • Participant Tax Reporting
  • Daily Valuations
  • Unit and Balance Forward Asset Tracking
  • Unitization of Managed Portfolios
  • Loan Administration
  • Retirement Planning Calculators

Compliance Services

  • Plan Amendment Services
  • Form 5500
  • Compliance Testing
  • Government Reporting


Advisor Products/Services

  • US and Offshore Investment Options
    • Mutual Funds
    • Hedge Funds
    • Brokerage Accounts
    • Unit Trusts
    • Insurance Company and Bank Products
    • Managed Portfolios
  • Performance Reporting
  • Fund Research
  • Access to Fund Managers
  • Enrollment Support
  • Education
  • Advisor Website Access

Let our professionals provide you with a NO COST, NO OBLIGATION analysis. We can provide you with a rock-solid plan to make your retirement an easy, stress free time.

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