Plan Design

AMI works with Plan Sponsors to establish and design retirement plans that mesh the company’s objectives with their participant’s retirement goals. This requires a deep knowledge of plan features and characteristics available in the marketplace. Additionally, we leverage our institutional investment research into exceptional investment lineups and monitor these investments continually. No plan design would be complete without proper processes in place to prevent and limit liability for the plan fiduciaries, and AMI helps develop procedures to accomplish this. Each retirement plan is unique, and AMI offers the flexibility to offer a customized solution that meets your specific needs.