Form 5500 and 8955-SSA filing

AMI Benefit Plan Administrators, Inc. specializes in Fiduciary Plan Administration services and provides fiduciary and recordkeeping services to retirement plans, including 401(k), profit sharing, money purchase, employee stock ownership, defined benefit, 403(b), prevailing wage, safe harbor, and cross-tested plans. AMI is also a Pooled Plan Provider (PPP). Founded in 1994 as a separate company from its founder's insurance agency, AMI serves as a Fiduciary Plan Administrator (FPA) and provides U.S.-based live-answer customer service.

Read more

compliance servicescontribution processinglive-answer customer servicemobile app and internet account accessnondiscrimination testingparticipant distributions and loans processingplan administrationQuarterly reportingrecordkeeping