Get the app

Custom Plan Design

No two retirement plans are alike and a one-size-fits-all approach is not ideal. The plan must reflect and serve the people and goals of the organization. We work with you to develop specific plan provisions, customized to meet employer and employee needs. We have the technological capabilities to offer automatic plan features and web functionality to make life easier for your benefits team, and our expertise in plan design allows your leadership team to potentially contribute at a higher level than in the past. When reviewing your current plan, ask yourself the following questions:

  • How integrated is your plan design with the overall goals and objectives of your business?
  • Does your provider find proactive ways to allow you and your employees to benefit?
  • Are you allowed to ask questions or deviate from the way your provider "usually does things?"
  • Has your plan design improved employee participation and success?

A retirement plan design that maximizes your plans objectives is a win-win for everyone.

Reach out to learn how we can help you create the best plan for YOU.

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.