The Heritage Group, LLC

412(i)
TRADITIONAL PROFIT SHARING PLAN
401(k) SALARY DEFERRAL
403(b) SALARY DEFERRAL
ROLLOVER
MONEY PURCHASE PLAN
CROSS-TESTED 401(k) PLAN
ROTH IRAs
SAFE HARBOR 401(k) PLAN
DEFINED BENEFIT PLAN
IRAs COMPARED
QUALIFIED PLANS COMPARED
COMBINATION PLANS
ROTH 401(k) & ROTH 403(b)

Headquarters:
135 Crossways Park Drive
Suite 402
Woodbury, NY 11797
Tel: (631) 423-0505
Tel: (888) 863-6853
Fax: (631) 423-9656

E-Mail:
info@theheritagegroupllc.com

Branch Offices:
New York, New York
Tampa, Florida
San Francisco, California
Williamsburg, Virginia
Philadelphia, Pennsylvania
Houston, Texas

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