We understand taking your role seriously as a professional retirement plan advisor. There is a lot of time, effort and resources that go into a retirement plan relationship. With over forty years of experience, we know the industry and have the expertise to be a strong and reliable partner.
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 these questions, let’s have a conversation.
Heartland Retirement Plan Services are offered through Dubuque Bank and Trust Company. Heartland Retirement Plan Services does not provide accounting, legal or tax advice. Products offered through Heartland Retirement Plan Services are not FDIC Insured, are not bank guaranteed and may lose value, unless otherwise noted.