Heritage Pension Advisors, LLC ::
Heritage Pension Advisors, LLC is one of the nation’s premier providers of qualified plan administration.
Since 1991, Heritage Pension Advisors, LLC has been a leader in the third party administration of retirement plans for companies of all sizes. We are unique in our approach to this marketplace in that we provide a complete range of consulting, research, recordkeeping, administration and communication services throughout the fields of tax-qualified plans, non-qualified plans, fiduciary analysis and estate planning.
At Heritage Pension Advisors LLC, we recognize that your goal is to provide employee benefit plans which will be both understood and appreciated. Furthermore, we know that these benefits should be offered at the lowest reasonable cost to your organization. We design and administer employee benefit plans that can effectively respond to both management and employee needs. They serve to position an organization for optimum growth, stability and profitability.
This website is an essential component of our commitment to your company’s and your plan’s success – making certain that you are informed while also helping to increase your productivity by placing the information you need within a few clicks of your mouse. Both plan sponsors and plan participants utilizing our Pegaesus Platform are able to access plan information, initiate transactions, print reports or research reference material.
Of course, as great a tool as this website is, nothing beats the relationship that we develop with our clients. Each of our clients is assigned a plan manager and a customer service representative. These employees get to know you and your plan participants.
We recognize that value is what brings many of our clients to us but it is service that keeps them. We welcome you to explore this website and our demo sites. Should you have any questions, please do not hesitate to contact us.