FMi Unbundled Services

Just as every company is different, so is each company’s retirement plan needs. FMi’s unbundled services are a valuable option, because they cover every possible need – depending on the size and shape of your firm, you may need to be a little more selective.

FMi can create a unique combination of third-party providers to give a deeper level of independence in your clients’ retirement plans. You can pick and choose between FMi’s wide range of services and bring a third party for increased independence; this allows you to replace record keepers, investments and trustees without changing the entire retirement plan structure.

Think of FMi as your assistant in solving retirement plan needs.

Services

• Plan Analysis
• Plan Design
• Create Plan Documents
• Enrollment Meetings
• Education Sessions
• Resolve Participant Questions
• Contribution Processing
• Mid-Year Projections

Providers

• Nationwide
• John Hancock
• The Hartford
• American Funds
• Great West
• Guardian
• And many more!