AMI Benefit Plan Administrators, Inc.
But more importantly, AMI understands that your retirement plan is important to you and that sometimes, you need to know that there is someone you can talk to if you have questions.
Our phones are answered by human beings in the United States. The person answering the phone can usually assist you, or will transfer you to someone who can.
Our customer service staff also process transactions. The result is that they know exactly where to go to look up information about your plan.
Inquiries submitted via the “Contact” section of our website are responded to by highly trained staff personnel.
Fillable forms are located on our website. FAQ's and a Glossary of Terms are located on our website.
Every AMI employee is responsible for servicing every client. That way, you don’t need to wait for someone to return from vacation to get an answer.
If you prefer the self-service method: You can access our transaction based Internet site or mobile site for account balances, make changes to your investments or to generate reports. The AMI App is available for account balance lookup and deferral changes.
A Partner You Can Trust With Your Retirement Plan
Retirement plans are more than paperwork and compliance — they represent the financial future of your employees. At AMI Benefit Plan Administrators, we take that responsibility seriously. Our team provides dependable Plan Administration, fiduciary oversight, recordkeeping and personalized service to help employers manage retirement plans with confidence.
Experience You Can Trust
With decades of experience in retirement plan administration, AMI Benefit Plan Administrators helps employers design, manage, and maintain compliant retirement plans. Our team works closely with employers, financial advisors, and compliance providers to ensure plans operate smoothly while meeting all regulatory requirements. When you work with AMI, you gain a partner that understands the complexities of retirement plans and provides dependable guidance every step of the way.
Fiduciary Responsibility
AMI serves as a FIRST party to your plan and is a Fiduciary Plan Administrator (FPA). We are not a third party to your plan (Third Party Administrator). AMI is named the Plan Administrator in the plan document and service agreement. We assume operational responsibility for your plan.
Dedicated Support From Start to Finish
At AMI, service is more than answering questions — it’s about building long-term relationships with our clients. From plan setup and ongoing administration to recordkeeping and reporting, our experienced team is here to support you throughout the life of your retirement plan. We pride ourselves on responsiveness, reliability, and delivering the personalized service our clients deserve.