Workplace Retirement Plans
Tailored retirement plan services for your workforce.
Midwest Capital Advisors knows how important a well-designed retirement program is for attracting and retaining a skilled workforce. We will work with you to build a retirement plan designed for your employees to be financially successful.
Retirement Plan Services
We partner with organizations to design tailored retirement plans to help employees achieve their retirement goals.
- 401(k) Profit Sharing Plans
- 403(b) Retirement Plans
- 457 Plans
- Cash Balance Plans
Plan Level Services
Our goal is to simplify the retirement plan management process so that you can focus on running your organization. Our experienced team will help you assemble a suite of services and technology solutions designed to ease your administrative burden and reduce your fiduciary risk.
- Ongoing plan review meetings and plan committee oversight
- Investment due diligence and monitoring
- ERISA 3(21) or 3(38) investment advisory services
- Vendor selection and RFP management
- Plan fee analysis and benchmarking
- Fiduciary education
Participant Services
We empower employees by providing them with the necessary education, advice and tools to take charge of their financial futures.
- Ongoing educational content via our Retirement Plan Dashboard
- Onsite and virtual group educational meetings
- One-on-one advice sessions with MCA advisory team via our weekly virtual office hours
- MCA’s Retirement Goal Planning process for employees approaching retirement