Who We Serve

Heritage Administrative Services will work closely with you and the financial advisor of your choice to efficiently set up a new plan or transition your existing plan from your current provider.

Our comprehensive plan document services, include:

  • Standardized prototype plans
  • Non-standardized prototype plans
  • Volume submitter plans
  • Individually designed plans
  • Adopting resolutions
  • Summary plan descriptions
  • Enrollment forms
  • Loan procedures

Industry Expertise
  • Medical
  • Law Firms
  • Entertainment Industry
  • Closely Held Businesses
  • Professional Athletes