Save. Plan. Retire.

Heartland Retirement Plan Services

An effective retirement saving plan can make the difference between retiring with confidence and dignity or struggling in your later years. Unfortunately, too many Americans either don’t create or stick to their plan for saving for retirement; at heartland retirement plan services we strive to empower our clients so that they stay on course towards creating their secure futures.

Investment in your workplace retirement plan can be one of the best things you do for yourself, yet it may be complicated to understand the many available options. At heartland, we can make life simpler by helping facilitate rollovers from multiple workplace retirement accounts into an IRA with diverse investment choices – and also provide guidance regarding its tax treatment. As retirement draws nearer, our guidance can assist in better managing your portfolio with each passing day.

As recordkeeper, custodian, and 3(38) investment fiduciaries, our team assists your organization in the management of employee retirement plans. We provide administrative support for traditional, SIMPLE and Safe Harbor 401(k), 403(b), Section 457 profit sharing pension plans as well as traditional defined benefit pension plans. In addition, we can help your company design retirement plans that comply with regulatory requirements such as cross-testing HCEs or devising new comparability formulas as needed – while providing strategies for high cost employee expense reduction strategies if required – while conducting cross-testing with HCEs or devising new comparability formulas where required so as to meet regulatory compliance.

Our team of retirement experts is prepared to work with you in crafting a retirement strategy tailored to your short and long-term goals. We take the time to understand your specific circumstances, discuss objectives and provide tailored solutions.

Integrity Marketing Group, one of the premier senior insurance distribution firms in America, announced it has acquired Heartland Retirement Group. Established in 2009, Heartland is an industry leader with career-minded agents spread out among four Midwest offices who specialize in Medicare Supplement plans, Medicare Advantage products and final expense coverage as well as traditional life and annuity products.

Securities and insurance products offered by HTLF Bank should NOT be treated as deposits nor guaranteed by us; are not FDIC insured; may lose value; advisory fees/service charges apply and no accounting/legal/tax advice can be given by HTLF Bank prior to investing. Please consult your own legal, accounting and tax advisors before investing.


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