Heartland Retirement Plan Services
General Overview

As a fully-bundled retirement plan provider, we have the expertise to deliver effective administration for all of your retirement plan clients.

 

General Overview

We understand that you take your role seriously as a professional retirement plan advisor. There is much to do to maintain and service a retirement plan relationship. With over forty years of experience, we know the details and have the knowledge to be a solid, dependable, and credible partner.

Trustee Services
Depending on plan sponsor needs, Heartland can serve as a discretionary or directed trustee, as well as an ERISA §3(38) investment fiduciary over all or a portion of your investment menu. We also offer ERISA §3(16) services for certain administrative functions.

Investments
Heartland is committed to providing an unbiased process for fund selection. Our open architecture approach offers over 25,000 mutual funds, CITs, and ETFs as investment options. Additionally, we can include Target Retirement Funds, professionally managed asset allocation models, and Self-Directed Brokerage Accounts for certain retirement plans.

Custom Plan Design
Unlike many of our competitors, we do not have a standard, one-plan-fits-all design. We work with you to develop specific plan provisions, customized to meet employer and employee needs. We have the technological capability to offer automatic plan features and web functionality to make life easier for your plan sponsors. Our expertise in plan design allows a leadership team to potentially contribute at higher levels than in the past.

Administrative Partnership
Our Relationship Managers and Retirement Specialists are purposely limited in the number of plans they can service to ensure attention is personal, individualized, and knowledgeable.

 

 

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