Heritage Administrative Services LLC is substantially more than just a record-keeping firm. We provide a complete range of consulting, research, administration and communication services throughout the entire field of tax-qualified plans, non-qualified plans, fiduciary analysis, and estate planning.
- Allocated accounts
- Unallocated accounts
- Brokerage accounts
- Private company stock
- Limited partnership
- New comparability and age-weighted calculations
- Co-record keeping
- IRS testing for:
- Single plans
- Multiple plans
- Cross-tested plans
- 401(k) plans
- Defined benefit plans
- Money purchase plans
- New comparability and age weighted plans
- Davis-Bacon and prevailing wage plans
- Cash balance plans
- ESOPs
- Safe harbor plans
- Multiple employer plans
- Multi-employer plans
- 403(b) plans
- Non-qualified deferred compensation