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Heritage Administrative Services offers full service retirement plan administration for all types of qualified retirement plans.
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Each Industry is unique. Our firm works closely with: Brokerage Firms & Financial Institutions, Qualified Plan Sponsors, Financial Advisors, Agents & Brokers.
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How can Heritage help you?
By providing a range of services,
both traditional and innovative. - Our Management Team
- See how we can help your business
- Learn more about our services
Are your clients candidates for a Cash Balance Plan?
The recent popularity of cash balance plans has raised the interest with both employers and Financial Advisors. Heritage Administrative Services specializes in all types of qualified plans, especially Cash Balance Plans. This article seeks to define which employer demographics may be the most suitable candidate for a cash balance plan.
Two Plans Are Better Than One.
A paired plan maximizes tax deductions to the owner, creates wealth working in a tax preferred environment, attracts, retains and rewards key employees. This article will focus on the advantages and disadvantages of certain plans from the employer’s perspective.
How does Life Insurance work in your Cash Balance Retirement Plan?
Cash balance plans offer many of the features that are attractive in a traditional defined benefit plan, while also including aspects that are similar to a profit sharing plan. Life insurance in a cash balance plan is a valuable asset that can cover numerous goals. This article covers how life insurance can work in your cash balance retirement plan.
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August 1, 2016
Due date (without extension) to file Form 5500 with Schedules for plan years... -
August 1, 2016
Last day to file Form 5558, a request for an automatic 21⁄2 month extension... -
September 15, 2016
2015 contribution deadline for all plans subject to minimum funding... -
September 15, 2016
2014 contribution deadline for deductibility in 2015 for corporate and... -
September 30, 2016
Deadline for distribution of 2015 Summary Annual Report for plans not... -
October 1, 2016
Last day for implementation of new 2016 Safe Harbor 401(k) plan -
October 17, 2016
Due date (with automatic extension) to file Form 5500 with schedules... -
October 17, 2016
Due date (with automatic extension) to file Form 8955-SSA for plan... -
October 17, 2016
2015 contribution deadline for deductibility in 2015 for sole... -
December 1, 2016
Deadline for distribution of 2016 Safe Harbor Notices -
December 15, 2016
Deadline for distribution of 2015 Summary Annual Report for... -
December 31, 2016
Deadline for completing 2016 Required Minimum Distributions... -
December 31, 2016
Deadline for correction of a failed 2015 ADP or ACP test... -
December 31, 2016
2015 Safe Harbor and Top Heavy contribution deadline