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Capability

plan administration

Suppliers
2
States & provinces
2
Countries
1

2 plan administration suppliers across 2 states and provinces in 1 country. Profiles show capabilities, materials, certifications, and facility locations so you can compare shops and build a shortlist.

Suppliers

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.

compliance servicescontribution processingForm 5500 and 8955-SSA filinglive-answer customer servicemobile app and internet account accessnondiscrimination testingparticipant distributions and loans processingQuarterly reportingrecordkeeping

BOLTON PARTNERS INC

TOWSON, MD

Bolton is an independent benefits consulting firm that helps organizations design, manage, and communicate benefits programs. With four decades of experience, Bolton provides strategic benefits and HR consulting across health, investment, retirement, rewards, communications, and talent, serving multi-employer, private sector, public sector, and purpose-driven organizations.

actuarial servicesbenefits consultingcommunicationsHR consulting

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Other processes offered by the shops that list plan administration.

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