FMi Retirement Services

Serving The Leading Investment Professionals

FMi is proud to partner with some of the most experienced and highly-rated brokers and financial advisors. Through these relationships, we can assure every client receives the professional acumen and personal service necessary to devise retirement solutions to fit each one’s specific needs, and administer them efficiently.

For today’s busy broker or financial advisor, FMi provides a full-service resource for quality investment products. Whether you take advantage of our bundled packages or unbundled products that allow for customizing retirement solutions, we make it possible to maximize tax savings while delivering the comprehensive benefits employees deserve.

Just as important, we take care of both the design and compliance considerations, and provide the flexibility essential to satisfying clients’ specific needs. If desired, we will also accompany financial advisors and brokers to client meetings as a third-party representative to help explain all available retirement options and benefits.

When you partner with FMi, you have the confidence of knowing that retirement professionals with capabilities in multiple jurisdictions and all economic environments are on your side. Our dedication to serving your clients’ needs is your assurance of complete satisfaction.

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

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FMi Retirement Planning Services

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