FMi Bundled Solutions

Our one-stop solution gives you the freedom to create a custom plan that meets all your retirement plan needs. There is no need for a cookie-cutter approach.

It starts with our open architecture, giving you the ultimate flexibility to narrow your investment selection from thousands of investment options. Your plan can offer a broad range of asset classes, covering all risk levels and satisfying employees’ diversified investment needs. We work on several platforms that can deliver revenue-sharing and access to the best investments in the market.

Our full-service solution brings peace of mind, knowing all areas of your clients’ retirement plans will be looked after. It all starts with the correct plan design, proper plan and trust documents, employee education, reporting and recordkeeping services, wrapped around a diversified investment line up you create. FMi can give you all of this with first-class, personal customer service.

Click here to see our full menu of bundled services.