Welcome to BMI

As one of the nation’s leading independent and privately owned third party administrators since 1984, BMI currently provides retirement plan design and administration services for nearly 1,000 Employers located throughout the United States.  Our independence from marketing specific investment products enables us to work with all available investment platforms whether offered through a daily valuation, pooled account or individual brokerage account environment.

Our mission is to remain a leader in the retirement plan industry when evaluated for the quality of our personalized service and our expertise in plan design and administration.  To this end, we have assembled a team of dedicated professionals who specialize in working with defined contribution plans.  Many of our staff members have advanced degrees and industry designations and our staff averages over ten years of experience in retirement plan administration.

To develop and maintain our client relationships, we designate a team whose specific purpose is to provide each client with service and consulting tailored to meet their specific goals.  We then facilitate ease of communication with our clients by enabling them to work with a consistent primary contact from year to year.  Through this approach, we are able to build a personal and value-added relationship with our clients.  Evidence of our success is in our #1 ranking for recordkeeping and administration within the small plan market for the period January 1 through June 30, 2008 as surveyed by 401(k) Exchange.  Please see the BMI News Report link to the right to read more about our achievement.

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In recent national survey,
BMI grabs top honors for recordkeeping & satisfaction.   Read More…