HTLF Retirement Plan Services
A Valuable Partnership

Whether you are a money manager, retirement plan advisor, payroll provider, or a bank/financial institution, HTLF Retirement Plan Services can add value for you and your plan sponsors.

HTLF Retirement Plan Services' Value

Are you looking for a proactive and unbiased service provider who:

  • Is willing to serve as a discretionary trustee, ERISA §3(38) investment fiduciary, and ERISA §3(16) administrative fiduciary for distributions?
  • Holds the expertise for extensive cross-testing and custom plan design?
  • Understands the value in a single point-of-contact?
  • Offers education services free from sales goals and conflict of interest?
  • Shares marketing and communication strategies?

If you answered “yes” to any of the these questions, let’s have a conversation.

Find a Professional

 

Or let us contact you.