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Exceptional Service and Support

Our Relationship Managers’ primary focus is providing the highest level of service, client-focused processes, and plan design and administration expertise. Offering a wide array of 3(16) administrative functions, they are purposely limited in the number of plans they can serve to ensure attention is personal, individualized, and knowledgeable. When it comes to your current retirement plan partner, these questions may help you better understand the strength of that partnership:

  • Do you know who your plan contact is? Can you reach him or her directly?
  • Does your provider ask the plan sponsor — at year-end — to produce payroll information they have been collecting all year? How much time does the plan sponsor lose by resending the information already collected?
  • When you ask your provider about ways they can simplify processes, how flexible are they in ensuring you and the plan sponsor are satisfied?

Explore a case study about the power of individualized attention to detail.

Heartland Retirement Plan Services are offered through Dubuque Bank and Trust Company. Heartland Retirement Plan Services does not provide tax, accounting or legal advice. Products offered through Heartland Retirement Plan Services are not FDIC Insured, are not bank guaranteed and may lose value, unless otherwise noted.