Heritage Pension Advisors
Highly Engaged Employees
Highly Engaged EmployeesFinance · New York, United States · 11-50 Employees
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Overview
Headquarters
66 Commack Rd Ste 308, Commack, New York...Phone Number
(631) 759-9997Website
www.heritagepension.comRevenue
$6.9 MillionIndustry
ZI Rank: 2
Signal Type
Mar
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ZI Rank
2
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2
About Heritage Pension Advisors
Heritage Pension Advisors, Inc. specializes in providing third-party administration of retirement plans for businesses of all sizes since 1991. They offer a comprehensive suite of services including plan design, compliance consulting, recordkeeping, and participant education. Their expertise encompasses tax-qualified and non-qualified plans, fiduciary analysis, and estate planning. The company's unique approach aims to deliver tailored solutions for clients, ensuring effective management and communication for both plan sponsors and participants.Explore more
Heritage Pension Advisors Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
$21.6M
11-50
Private
<$5M
2006
Company Profile Activity
Activity Insights
Heritage Pension Advisors is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Heritage Pension Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Heritage Pension Advisors.
Heritage Pension Advisors Tech Stack
A closer look at the technologies used by Heritage Pension Advisors
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Most Recent Scoops
Project
, according to a front-line source in compliance, is in the midst of initiatives related to health and safety. Heritage Pension Advisors is expected to increase permanent employee workforce to support these efforts. These efforts are focused on addressing an aging workforce.
Compliance, Safety, Health & Safety
Project
, according to a front-line source in compliance, is planning to attract better talent by getting more access to quality candidates and expanding data acquisition sources over the next twelve months.
Compliance
Project
, according to a front-line source in compliance, is in the midst of initiatives related to employee relations. Heritage Pension Advisors is expected to increase permanent employee workforce to support these efforts.
Compliance, Employee Relations, HR Operations
Project
, according to a front-line source in compliance, is in the midst of initiatives related to FLSA. Heritage Pension Advisors is expected to increase permanent employee workforce to support these efforts.
Compensation & Benefits, Compliance, Employee Relations, Labor & Employment Policy
Project
Compliance, Company Culture & Policy, Labor & Employment Policy
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Frequently Asked Questions Regarding Heritage Pension Advisors
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Heritage Pension Advisors, Inc. specializes in providing third-party administration of retirement plans for businesses of all sizes since 1991. They offer a comprehensive suite of services including plan design, compliance consulting, recordkeeping, and participant education. Their expertise encompasses tax-qualified and non-qualified plans, fiduci... Read More
