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Advisory Services for Plan Participants

Comprehensive retirement planning – all in one spot!

MidWestOne Investment Services has an operational relationship that allows select advisors to use their experience to provide personalized investment management, retirement and financial planning services to participants of eligible employer retirement plans held by TIAA, Fidelity, and other plan custodians.

Who is Eligible:

Participants of 401(k) and/or 403(b) retirement plans held by TIAA, Fidelity, and other plan custodians, including employees of:

Certain higher education institutions such as University of Iowa, Iowa State University and University of Northern Iowa

Certain local hospitals and healthcare organizations

This service allows select Midwest One Investment Services advisors to provide discretionary advice to participants of eligible retirement accounts for a fee using the LPL Financial corporate RIA. These advisory services include:

  • Ongoing investment advice

Account management including the selection and monitoring of investment options

The advisors of Midwest One Investment Services are not affiliated with TIAA, Fidelity, and other plan custodians. Your account stays with your plan custodian, and you authorize a MidWestOne Investment Services advisor to utilize their experience and background to manage the assets within your existing account.

You deserve a bright financial future - let us ease some of the burden of retirement planning. Contact a MidWestOne Investment Services Financial Advisor today to learn more about our suite of financial products and services.

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