Heartland

Great employees expect great retirement plans. You deserve a partner you can trust. HTLF ("HTLF" NASDAQ) is made up of local and regional banks located throughout the Midwest and Western United States. Our unique financial services business model provides highly efficient administrative and operational support, while each individual bank maintains... a high degree of independence. This empowerment to serve local communities and businesses results in strong partnerships. Our philosophy is best summarized by our mission statement: Click here to view an important note before clicking on links within the video. Partner with a team you can always depend on. At Heartland Retirement Plan Services, decision-making is kept to a local level, and our team is unwaveringly committed to deeply understanding every intricacy of every customers financial relationship. Our unmatched dedication to customer service is strengthened by our parent company, HTLF , a multi-billion financial services company that matches our loyalty to the principles of community banking and has been named a Forbes Best Bank 2021, 2020, 2019, 2018, 2017 and 2013. With Elite, we act as a discretionary trustee and serve as an ERISA §3(38) investment fiduciary. We are responsible for selecting, monitoring, and deselecting core investments. This service greatly reduces your investment duties and liabilities. With Select, you retain the investment duties while we serve as a directed trustee. You also select from more than 25,000 mutual funds, ETFs, CITs and external money managers. We work with you to design a retirement plan based on your needs and those of your employees. Our cross-testing expertise allows increased contributions from key employees. Our customized testing solutions often provide more favorable testing outcomes. Our expert fund selection and diligent monitoring on more than 25,000 mutual funds, ETFs, and CITs as well as multiple suites of Target Retirement Funds. Your employees will feel safe when invested in a participant-level FDIC ...Read More