Who We Are

Heritage Administrative Services is one of the nation's premier providers of qualified plan administration. Heritage is committed to maintaining the utmost standards of integrity and professionalism in our relationship with you, our client. Through the knowledge and experience our associates have in this highly diversified, technical, and regulated industry, our clients receive the personal attention they need when choosing employee benefit plans or developing unique retirement plans.

Our associates will provide you with innovative and cost-effective financial strategies that will fit your needs with an unprecedented degree of quality and timely service. Through our highly personalized service and communications, our clients are more confident in their administrative choices.

As a result of our advanced underwriting resources and intricate knowledge of the marketplace, Heritage continually keeps our clients informed of the latest developments and trends encompassing the entire field of tax-qualified plans as well as non-qualified plans.