Participant Education Materials

Account Type

Enroll
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IMPORTANT: HTLF Retirement Plan Services is excited to share that we have partnered with July Business Services (JULY) for recordkeeping and administration of our retirement plans. Retirement Plan Account Access is moving to JULY after June 14. For further information about this change, please review this communication as well as the blackout notice.

Tools and Resources

Tools and resources to effectively help manage your retirement plan administered through HTLF Retirement Plan Services.

New Employees

Quick Enrollment Guide
Full Enrollment Guide
Benefits of Enrolling (Video - 21:34)
Step-by-Step Enrollment Instructions (Video - 3:29)

Helpful Information

Investor Questionnaire
Roth vs. Pre-Tax (Printed Guide)
Roth vs. Pre-Tax (Video - 4:23)
Increase Your Savings
How to Initiate a Rollover
Retirement Plan Limits

Heartland Retirement Plan Services are offered through Dubuque Bank and Trust Company. Products offered through Heartland Retirement Plan Services are not FDIC Insured, are not bank guaranteed and may lose value.

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