Heartland Retirement Plan Services Information

www.heartlandrps.com It is not easy to manage a company-sponsored retirement plan. In addition to choosing the right investment line-up and educating participants, employers must address a wide range of reporting and compliance issues. Equally important, they must understand the complex liabilities and responsibilities associated with offering and managing a retirement plan. Rather than tackling these issues in-house, many organizations choose to partner with a trusted service provider – a team of experienced professionals who can help perform complex testing processes, comply with regulatory requirements and support day-to-day plan operations. Heartland Retirement Plan Services offers customized, all-inclusive retirement plan solutions that address all of these issues. For more than 35 years, we have been helping organizations like yours create efficient, affordable plans that benefit employees while supporting and advancing business and personal goals. Our team works with your company on a consultative basis, building your plan from the ground up, and taking on a wide range of complex plan activities. Talk to Heartland Retirement Plan Services about: - Our willingness to assume discretionary trustee responsibility - A conflict-of-interest free menu of more than 21,000 non-proprietary mutual funds - Comprehensive, personal service and support - Customized plan design - Strategic participant education planning (involves SmartPlan technology) Contact Information: (800) 399-2083 retirement@heartlandrps.com -Products offered through Heartland Retirement Plan Services are not FDIC Insured, are not bank-guaranteed, and may lose value.-