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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.

Personal retirement accounts Employer-sponsored plans
  • Traditional IRAs
  • Roth IRAs
  • Spousal IRAs
  • Rollover IRAs
  • Profit-sharing plans
  • Money purchase plans
  • SIMPLE IRAs
  • SEP IRAs
  • Keogh
  • 401(k) plans
  • 403(b) plans

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.

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.

 

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