In order to provide these services to plans, AMI utilizes multi-disciplinary client service teams that have many years of experience and minimal turnover. AMI has extensive experience with the IRS, DOL, ERISA legal firms and our service partners, including financial service firms, broker dealers, mutual fund companies, software firms, TPA firms and others.
AMI’s employees undergo extensive training and hold many industry designations. The firm employs a full-time internal technology staff and supports the business with continuously monitored custom software. AMI’s interactive approach to client service, combined with technical quality, has led to a high client retention record. The leadership of the management is reflected in a business model built on client service teams supported by quality standards.
How it works
APS offers a 360 integration with AMI:
Our 360 integration syncs incoming data on election changes into APS and outgoing data into AMI post payroll.