Company Retirement Plans

Offering a retirement plan is a smart way to help level the playing field between your small business and larger companies.

  • Attract talented people in today's competitive job market.
  • Retain valuable employees who want retirement solutions in their benefits package.
  • Enjoy tax advantages that may be available to you as an employer.

If you already have a retirement plan or you want to establish one for your company, we will work with you to review your goals and develop a comprehensive employee benefit program that supports you and your employees. 

Whether you're interested in employer-funded or both employee and employer-funded plans, retirement plans can provide flexibility, while contributions and earnings grow tax-deferred.

Through Middleburg Investment Services, we offer access to a full range of retirement plans, including:

Your Middleburg Investment Services representative can help you choose the plan that best meets your goals and budget.