About BMI

Founded in 1984, BMI currently serves nearly 1,000 Plan Sponsors throughout the U.S. in the small-medium size defined contribution retirement plan market.  Solely through word of mouth which frequently references our personalized and knowledgeable service, our client base continues to grow at an enthusiastic rate.  At the same time, our high retention of staff who have attained advanced degrees and industry designations acts to strengthen our core belief that Plan Sponsors and their participants are best served by a staff who has the ability to provide expert, value-added service.

Please see our link for Prospective Plan Sponsors/Investment Representatives (“PS/IR”) on our Home Page to discover the host of services we are able to provide to you.  Please upload a request for proposal by selecting the appropriate link through the Prospective PS/IR menu.  If you are a Current PS/IR, please select the appropriate link on the Home Page to keep up to date with current plan administration news which we feel is affecting you.

Finally, please know that we thank you for wanting to learn more about BMI and look forward to working with you in the future!