AMI helps plan sponsors offer their employees a best-in-class retirement platform.  Our value-add is built on three pillars: 

We work hard to achieve plan sponsors’ objectives and help the sponsor’s employees effectively plan for a successful retirement. AMI has an open architecture, meaning we can work with different recordkeepers and service providers. We can offer a new total solution or step in as an advisor and work with the sponsor’s existing service providers.

Plan Design

AMI works with Plan Sponsors to establish and design retirement plans that mesh the company’s objectives with their participant’s retirement goals. This requires a deep knowledge of plan features and characteristics available in the marketplace. Additionally, we leverage our institutional investment research into exceptional investment lineups and monitor these investments on a continual basis. No plan design would be complete without proper processes in place to prevent and limit liability for the plan fiduciaries and AMI helps develop procedures to accomplish this.  Each retirement plan is unique and AMI offers the flexibility to offer a customized solution that meets your specific needs.

Employee Education

Educating your employees on the features and benefits of your retirement plan is of the utmost importance and AMI takes the time to meet with participants in both group and 1-on-1 settings. We understand that many investment topics can be confusing and we pride ourselves on boiling down complex financial terms into easily understandable messages. When your employees are handed an enrollment kit and must choose which funds to pick, they often have no idea where to start. We solve this problem by guiding them through the available options and helping them decide on funds that are suitable for them. AMI is here to answer participant questions and calls any day of the week, not just when we are on site. 

Fee Structure

As a 100% independent Registered Investment Advisor, AMI stands ready to offer our 401k advisor services with any recordkeeper you choose. We operate on a fee-only basis meaning we don’t accept any kick-backs or soft dollars. Our only compensation is a fixed percentage based on the size of the plan. Clients can engage us to offer an entirely new retirement plan solution or simply add AMI as the advisor on their plan without changing recordkeepers. Call us today for a complimentary retirement plan quote.