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 the these questions, let’s have a conversation.