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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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September 15, 2013
2012 contribution deadline for all plans subject to minimum funding requirements -
September 16, 2013
2012 contribution deadline for deductibility in 2012 for corporate and... -
October 1, 2013
Last day for implementation of new 2013 Safe Harbor 401(k) plan -
October 1, 2013
Deadline for distribution of 2012 Summary Annual Report for plans not... -
October 15, 2013
Due date (with automatic extension) to file Form 5500 with schedules for... -
October 15, 2013
Due date (with automatic extension) to file Form 8955-SSA for plan years... -
October 15, 2013
2012 contribution deadline for deductibility in 2012 for sole proprietor... -
December 1, 2013
Deadline for distribution of 2014 Safe Harbor Notices -
December 15, 2013
Deadline for distribution of 2012 Summary Annual Report for plans on... -
December 31, 2013
Deadline for completing 2013 Required Minimum Distributions -
December 31, 2013
Deadline for correction of a failed 2012 ADP or ACP test (refunds or QNEC) -
December 31, 2013
2012 Safe Harbor and Top Heavy contribution deadline