Heartland Retirement Plan Services
Find Value With Heartland

Whether you are a money manager, retirement plan advisor, payroll provider, or bank/financial institution, Heartland Retirement Plan Services can add value for you and your plan sponsors.

Heartland's Value

Are you looking for a proactive and unbiased service provider who:

  • Is willing to serve as a discretionary trustee, ERISA §3(38) investment fiduciary, and ERISA §3(16) administrative fiduciary for distributions
  • Holds the expertise for extensive cross-testing and custom plan design
  • Understands the value in a single point-of-contact
  • Offers education services free from sales goals and conflict of interest
  • Shares marketing and communication strategies

We utilize a flexible compensation arrangement based on shared objectives.

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