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.

Heartland Retirement Plan Services has been servicing plan sponsors for over forty years. As a fully-bundled retirement plan provider, we have the expertise to deliver effective administration for your retirement plan clients.

Depending on plan objectives, we can:

  • Act as either a discretionary or directed trustee.
  • Serve as a §3(38) investment fiduciary over the entire menu or a select group of core investments.
  • Utilize an open architecture investment platform
  • Partner with external money managers
  • Provide custom plan design
  • Deliver flexible service models and compensation arrangements
  • Conduct innovative and proactive employee engagement tools and strategies

Contact us today to discuss whether there is a compelling reason for you to begin a relationship with Heartland.