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Retirement Plans

Plans with complete flexibility in investment options & structure. 

Midland delivers a bundled package for employer-sponsored retirement plans, including 401(k), 403(b), profit-sharing plans and SEP/Simple IRAs. Midland has strong experience acting as investment manager and corporate trustee for retirement plans.


Our services include (but aren't limited to):


Most suitable for companies with 20+ employees, with flexibility in plan design and a wide range of mutual funding options.



Similar benefits to a 401(k) plan, this tax-advantaged retirement plan is available for public education organizations, some nonprofit employers, cooperative hospital service organizations and self-employed ministers in the US.

Profit-sharing plans

A type of plan that gives employers flexibility in designing key features, profit-sharing is a valuable option for businesses considering a retirement plan, providing benefits to employees and their employers.


SEP/Simple IRAs

Designed for the small business owner, these plans are easy to set up and maintain. They offer a wide range of investment choices.


Investments: Are not FDIC insured. Are not guaranteed by the bank. May lose value. Not a deposit. Not insured by any federal government agency.

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We pride ourselves on providing comprehensive, understandable education to your plan’s participants with thorough, user-friendly online capabilities. The platform allows full access to participants, as well as plan sponsors, and includes forecasting and education materials. For additional information, please contact us.

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