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Wealth Management » Investment Services

Employer Retirement Plans

Add value to your benefits program and reward employees for their hard work. With so many affordable and easily maintained plans to choose from, you'll find a plan that's right for your business.

Our Services

Plans don't run themselves and we want them to be easy on you.  Look to us for:

• Plans with minimal administration
• Timely communications and service
• Workplace education
• Enough options to make participants understand the true benefit of your retirement plan

 

Plans For Small Businesses or Farm Operations

Less Than 100 Employees

• Small Business Retirement Plan:  For a business just starting a retirement plan
• Owner-Only Business Retirement Plan:  For individual business owners that only employ family members
• Simplified Employee Pension IRA:  A low-cost, easy-to-maintain retirement plan that allows you to invest for your future and the future of your employees
• Simple IRA:  Allows employee participation with minimal recordkeeping and expense
• Individual Retirement Account (IRA): Offers tax advantages and competitive investment returns

 

Plans For Large Businesses

More than 100 Employees

• Full Service 401(k): Effective employee retention tool if they're flexible and simple to understand. We'll work with you to create a fully-bundled retirement plan that's flexible enough to meet the needs of a broad range of employees, yet simple enough for anyone to understand.
• Profit Sharing Plans: Employer contributions with the flexibility to change contributions annually
• Money Purchase Pensions: Employer contributions at the same percentage contribution each year
• Regular Pensions

 

To Request More Information

Contact an experienced financial professional near you »

 

 

 

 

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SII Investments, Inc.®, member FINRA, SIPC and a Registered Investment Advisor is not affiliated with Bank Midwest and Bank Midwest Wealth Management. Securities and advisory services offered through SII Investments Inc.® are *not insured by the FDIC or any other Federal Government Agency *not a deposit or other obligation of, or guaranteed by any bank or their affiliates *subject to risks including the possible loss of principal amount invested.

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