Heritage Administrative Services will work closely with you and the financial advisor of your choice to efficiently set up a new plan or transition your existing plan from your current provider.

Our comprehensive plan document services, include:

• Standardized prototype plans
• Non-standardized prototype plans
• Volume submitter plans
• Individually designed plans

• Adopting resolutions
• Summary plan descriptions
• Enrollment forms
• Loan procedures

• Medical
• Law Firms
• Entertainment Industry
• Closely Held Businesses
• Professional Athletes