Retirement Plans

The #1 financial goal of Americans is a comfortable retirement. It’s generally estimated that a retiree will need 80% of pre-retirement income to maintain their pre-retirement lifestyle. With the average retirement now lasting 20 years, achieving that goal requires more serious planning than ever before.

Through Mid Atlantic Financial Network, you can offer your clients a broad menu of retirement products for their personal planning and for their businesses.

IRA accounts are adaptable to both fee-based professional management and self-direction.

Whether it’s a packaged, turnkey product or a flexible, open-platform product, Mid Atlantic provides you with the choices you need to compete effectively in the 401(k) marketplace.

Retirement Plans with TPAs and Trust Companies

You’ll also find that we have working relationships with a large network of third-party administrators (TPAs) nationally, so we can also assist you in establishing a working relationship with a TPA if needed.

We will consult with you to determine the most suitable retirement product for you and your clients. With over 11,000 retirement plans in custody through Mid Atlantic Trust Company, we are confident that we can enhance your ability to attract and develop your retirement plan business.