Investment Professional Overview

FMi is proud to partner with some of the most experienced, most highly rated service providers in the business, both domestically and internationally. By working only with the best, we can assure our clients receive the personal acumen, professional creativity and topflight service necessary to find the best retirement solutions and administer them efficiently.

Whether bundling our services or breaking them up to forge your own unique solutions, you know you’re working with the best of the best – experts in multiple jurisdictions, veterans of all economic environments, dedicated to your ultimate 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