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, consulting 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 fifteen 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.

With BMI as your partner, you can rest assured that we view our role as administrator and plan consultant for your retirement plan as a vital foundation to your plan's success. BMI will never rely on you to perform or analyze your own nondiscrimination testing. BMI will always actively guide you through all plan related decisions with the proper perspective. Finally, please know that it is our goal to always proactively work to identify any IRS/DOL audit exposure your plan may develop in operation and work directly with you to preempt potential fines and penalties by bringing your plan into compliance.

Contact us today…we look forward to talking with you!

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