FMi Retirement Services

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.


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


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

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FMi Retirement Planning Services

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