Broker Check

Plan Sponser/Employer

Client Centered

At Heritage, we realize that if you are a retirement plan sponsor, your responsibilities can be both complex and overwhelming. Heritage is dedicated to helping you simplify and manage those responsibilities so that you can concentrate on being successful in your core business.  We will evaluate your plan investments, plan expenses, plan features and services, to make sure that your plan is as competitive as it should be.  We are your advocate and we are constantly on the look out for ways we can help you improve your plan.

Our review process will help you manage your fiduciary responsibilities as well as making sure your plan stays current.  This is not a one time review, but an ongoing process.

We believe that an effective communication strategy is key to a successful plan.  Heritage will work with you to develop a customized strategy by combining educational workshops and one on one counseling to ensure that your employees understand how to best utilize this important benefit.

If you have a specific question, please contact us at