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Trustee & Fiduciary Services

As a business owner, executive, or nonprofit director, you understand a well-designed retirement plan is one of the most important ways to attract, reward and retain employees. But chances are, you don't consider managing that retirement plan to be one of your primary priorities. Many of our clients delegate trustee and fiduciary liability to Heartland Retirement Plan Services. Our Elite investment Menu allows retirement plan sponsors to reduce their liability through ERISA §3(38) investment fiduciary services. ERISA §3(16) administrative fiduciary services are also available. Will your current provider assume this high, rare level of responsibility? 

Single point of contact

At Heartland Retirement Plan Services, we understand the anxiety and confusion that arises with multiple points-of-contact. When you have a question or need assistance, you want to talk to a person who understands the particulars of your plan. We have dedicated Retirement Specialists who acts as your main point-of-contact. Backed by the expertise of our in-house team, your Retirement Specialist is available when you need to talk to them.

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Check out our new website

Looks great on any device!

Our website is part of our commitment to innovative, accessible, and convenient retirement solutions! It has been designed with you in mind and offers a user-friendly online experience.

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Participant Support

All participants are not the same. Yet, many plan providers educate one message to all. Participants hold individualized learning styles, preferences, and life experience. Retirement education is more than updating participants about the current market environment. Heartland Retirement Plan Services understands how a holistic message, interactive technology, individualization, knowledge, and compassion result in retirement readiness and engagement.