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.

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Employee Referral from Heartland Bank Employee
Employee Name If so, who?

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Do you currently have a qualified retirement plan? (required)

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Proposal or Plan Comparison? (required)

Options for follow-up (required)

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

File 1

Do not want to upload 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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800.399.2083
Hours of Operation:
8:00 a.m. - 6:00 p.m. (CST)

Fax:

563.589.1962

Email:

retirement@heartlandrps.com

Plan Review/Comparison

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