Heritage Administrative Services works diligently to keep you and your employees informed about the latest Internal Revenue Service and Department of Labor announcements. As your plan's third-party administrator (TPA), Heritage will protect you, your plan and your trustees by ensuring your plan is in full compliance at all times.

• Heritage Flier
  PDF FORMAT | Article by Francis Mullady, Jr.
• Retirement Flow Chart
  PDF FORMAT | Article by Francis Mullady, Jr.
• Benefits of TPA
  PDF FORMAT | Article by Francis Mullady, Jr.
• 1st Year Plan Timeline
  PDF FORMAT | Article by Francis Mullady, Jr.
• Overfunded Defined Benefit Plan
  PDF FORMAT | Article by Francis Mullady, Jr.
• New Comparability 401(k)
  PDF FORMAT | Article by Francis Mullady, Jr.
• Unlocking Opportunities Tax Deductions For 2023
  PDF FORMAT | Article by Francis Mullady, Jr.
• TPA vs Recordkeeper
  PDF FORMAT | Article by Francis Mullady, Jr.
• Tactical Estate Plan
  PDF FORMAT | Article by Francis Mullady, Jr.
• Safe Harbor 401(k)
  PDF FORMAT | Article by Francis Mullady, Jr.
• New Opportunities Lie Ahead for Large Professional Groups
  PDF FORMAT | Article by Alan Stone, A.S.A., E.A., M.S.P.A., M.A.A.A.
• Are your clients candidates for a Cash Balance Plan?
  PDF FORMAT | Article by Francis J. Mullady
• Two Plans Are Better Than One
  PDF FORMAT | Article by Chris Mullady
• How does Life Insurance work in your Cash Balance Retirement Plan?
  PDF FORMAT | Article by Francis J. Mullady
• The Heritage Plus Plan
  PDF FORMAT | Article by Francis Mullady, Jr.

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• > Upcoming Important Deadlines