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,

Tim Halchuck, QPFC, AIF, C(k)P, 800-451-2865,

Website –

Established 1994

Physical Location(s)

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

Sponsored Plans Supported


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