AMI Benefit Plan Administrators, Inc.

Firm Profile

We are a Fiduciary Plan Administrator (FPA) and do NOT act as a Third Party Administrator. We specialize in plans that want to outsource the liability and responsibility of the operation of the plan. We have a dedicated staff of experienced and educated staff to provide these higher level services.

Key Contacts

Pamela L. Bobersky, CEBS, RPA, QKA, 800-451-2865, ami@amibenefit.com

Tim Halchuck, QPFC, AIF, C(k)P, 800-451-2865, ami@amibenefit.com

Website – http://www.amibenefit.com

Established 1994

Physical Location(s)

We are physically located in Ohio. However, we have clients all over the United States.

Sponsored Plans Supported

600+

Total Asset Value of the Employment Based Plans Supported

Currently close to $1 billion

Target Market(s)

Up to 1,000 participants per plan, $1,000.000 to $50,000,000 in assets.

Plans Supported

  • 401(k)
  • Traditional Defined Benefit
  • Cash Balance/Hybrid
  • Profit-Sharing
  • Money Purchase Pension
  • 403(b)
  • Other DC Plans

Custodian(s) Used

Matrix and MidAtlantic

Services Provided 

  • Compliance Support
  • Preparation of Loan Paperwork
  • Processing of Loan Applications
  • Non-Discrimination Testing
  • Plan Design Consulting
  • Plan Audit Support
  • Form 5500 Preparation
  • QDRO Review
  • Hardship Distribution Requests
  • Plan Committee Meetings
  • Employee Education
  • Call Center