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Heritage Administrative Services offers full service retirement plan administration for all types of qualified retirement plans.
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Each Industry is unique. Our firm works closely with: Brokerage Firms & Financial Institutions, Qualified Plan Sponsors, Financial Advisors, Agents & Brokers.
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How can Heritage help you?
By providing a range of services,
both traditional and innovative. - Our Management Team
- See how we can help your business
- Learn more about our services
Are your clients candidates for a Cash Balance Plan?
The recent popularity of cash balance plans has raised the interest with both employers and Financial Advisors. Heritage Administrative Services specializes in all types of qualified plans, especially Cash Balance Plans. This article seeks to define which employer demographics may be the most suitable candidate for a cash balance plan.
Two Plans Are Better Than One
A paired plan maximizes tax deductions to the owner, creates wealth working in a tax preferred environment, attracts, retains and rewards key employees. This article will focus on the advantages and disadvantages of certain plans from the employer’s perspective.
How does Life Insurance work in your Cash Balance Retirement Plan?
Cash balance plans offer many of the features that are attractive in a traditional defined benefit plan, while also including aspects that are similar to a profit sharing plan. Life insurance in a cash balance plan is a valuable asset that can cover numerous goals. This article covers how life insurance can work in your cash balance retirement plan.
The Heritage Plus Plan?
Heritage Plus Program is a combination retirement plan featuring a 401(k) Profit Sharing Plan along with a Defined Benefit Pension Plan.
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7 Business Days after each Payroll
For Small Employers (less than 100 employees), due date of Employee 401(k)... -
3-5 Business Days after each Payroll
For Large Employers (more than 100 employees), due date of Employee 401(k)... -
January 31, 2023
Deadline for postmark on form 1099-R for 2022 distributions... -
March 15, 2023
Deadline to refund corrective distributions due to failed 2022... -
March 15, 2023
2022 contribution deadline for deductibility in 2022 for S-Corporation... -
April 15, 2023
Deadline to refund corrective distributions for 2022 401(k)... -
April 15, 2023
2022 contribution deadline for deductibility in 2022 for Sole... -
July 31, 2022
Due date (without extension) to file Form 5500... -
July 31, 2023
Due date (without extension) to file Schedule 8955-SSA... -
July 31, 2023
Last day to file Form 5558, a request for an automatic... -
September 15, 2023
2022 contribution deadline for all plans subject... -
September 15, 2023
2022 contribution deadline for deductibility in 2022... -
September 30, 2023
Deadline for distribution of 2022 Summary Annual... -
October 2, 2023
Last day for implementation of new 2022 Safe... -
October 16, 2023
Due date (with automatic extension) to file Form 5500... -
October 16, 2023
Due date (with automatic extension) to file Schedule... -
October 16, 2023
2022 contribution deadline for deductibility in 2022 for... -
November 1, 2023
Deadline to distribute notice of termination... -
December 1, 2023
Deadline for distribution of 2022 Safe Harbor... -
December 15, 2023
Deadline for distribution of 2022 Summary Annual... -
December 31, 2023
Deadline for completing 2023 Required Minimum... -
December 31, 2023
Deadline for correction of failed 2022 ADP or... -
December 31, 2023
2022 Safe Harbor and Top Heavy Contribution...