Heritage Administrative Services

Heritage Administrative Services offers full service retirement plan administration for all types of qualified retirement plans.
Each Industry is unique. Our firm works closely with: Brokerage Firms & Financial Institutions, Qualified Plan Sponsors, Financial Advisors, Agents & Brokers.
How can Heritage help you?

By providing a range of services,
both traditional and innovative.

Our Management Team
See how we can help your business
Learn more about our services

Are your clients candidates for a Cash Balance Plan?

The recent popularity of cash balance plans has raised the interest with both employers and Financial Advisors. Heritage Administrative Services specializes in all types of qualified plans, especially Cash Balance Plans. This article seeks to define which employer demographics may be the most suitable candidate for a cash balance plan.

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Two Plans Are Better Than One.

A paired plan maximizes tax deductions to the owner, creates wealth working in a tax preferred environment, attracts, retains and rewards key employees. This article will focus on the advantages and disadvantages of certain plans from the employer’s perspective.

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How does Life Insurance work in your Cash Balance Retirement Plan?

Cash balance plans offer many of the features that are attractive in a traditional defined benefit plan, while also including aspects that are similar to a profit sharing plan. Life insurance in a cash balance plan is a valuable asset that can cover numerous goals. This article covers how life insurance can work in your cash balance retirement plan.