Plan Review/Comparison

IF YOU CURRENTLY HAVE A QUALIFIED RETIREMENT PLAN OR WOULD LIKE TO SET ONE UP FOR THE FIRST TIME, COMPLETE THIS FORM TO RECEIVE A PROPOSAL TO REVIEW FEES AND DETERMINE WHETHER HEARTLAND CAN SERVE YOUR NEEDS.

Referral from Peer/Friend
If so, who?
Referral from Heartland Bank Employee
If so, who?
Heartland Website
Social Media
Other
Yes
No




Upload a summary of the current assets in the plan and current investment allocation of fund assets

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I presently do not want to upload the information. Please have someone call me to discuss my objectives and the next step.
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Toll Free:

800.399.2083
Hours of Operation:
8:00 a.m. - 6:00 p.m. (CST)

Fax:

563.589.1962

Email:

retirement@heartlandrps.com