Consultant

Heartland Consulting Group is an independent, full-service retirement plan administration firm providing third-party management for small and medium-sized businesses, including sole-proprietorships, partnerships, LLCs, unions, multiple-employer groups, non-profits, and governmental groups. Our staff consultants average over 20 years of industry experience, combining cutting-edge technology with a personal touch that retains clients year after year.

Plans we administer

• Traditional 401(k)
• SIMPLE 401(k)
• Safe Harbor 401(k)
• 403(b)
• Section 457
• Profit sharing
• Money purchase pension
• Traditional defined benefit pension plans
• Cash balanced pensions

Specialized design management options

• Age-weighted formulas
• New comparability (cross-tested) formulas
• Combination plans

Heartland Consulting Group serves companies nationwide from America's heartland and is the preferred choice for over 500 businesses throughout the U.S.