The Heritage Group is one of the nation’s premier providers of qualified plan administration. We offer an extensive and diverse scope of services including recordkeeping, a complete range of consulting expertise, in-depth research, administrative solutions, and ongoing communication. Through our expansive research resources and intricate knowledge of the marketplace, we keep you abreast of the latest developments and trends encompassing the entire field of tax-qualified plans as well as non-qualified plans, investment analysis and estate planning.