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Senior Retirement Plan Administrator
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Principal and Managing Partner of The Heritag...
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Actuary
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Heritage Administrative Services
Finance · United States · 11-50 Employees
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Overview
Headquarters
United StatesWebsite
www.hgtpa.comRevenue
<$5 MillionIndustry
About Heritage Administrative Services
Heritage Administrative Services specializes in full-service retirement plan administration for various qualified retirement plans, particularly Cash Balance Plans. The company serves brokerage firms, financial institutions, qualified plan sponsors, and financial advisors, agents, and brokers. By offering a blend of traditional and innovative services, Heritage aims to meet the unique needs of each industry. Their expertise includes plan design and management, helping clients maximize tax benefits and employee retention.Explore more
SIC Code 62,628NAICS Code 52,523Show moreHeritage Administrative Services Org Chart
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Heritage Administrative Services specializes in full-service retirement plan administration for various qualified retirement plans, particularly Cash Balance Plans. The company serves brokerage firms, financial institutions, qualified plan sponsors, and financial advisors, agents, and brokers. By offering a blend of traditional and innovative servi... Read More
