Pension and 401K Plans

With Heartland Bank’s pension and 401(k) plans, our experts at Heartland Bank Financial Security Group address 5 critical issues:

Qualified Plan Design:
Making the maximum contribution available to you and your employees

Investment Quality:
Making recommendations on more than 500 funds from various fund families selected for performance and the highest Morningstar ratings in the industry. Brokerage options are available for purchase of any kind of security.

Plan Costs:
Finding the most competitively priced programs with low-cost fund management and administrative fees.

Participant Investment Advice:
Offering managed accounts and free online advice to all participants in the plan, to maximizing investment returns and minimizing risk.

Fiduciary Responsibilities:
Providing investment platforms from carriers who offer fiduciary protection for plan sponsors regarding investment selections, monitoring and reporting required by law.

To learn more about Pension and 401k plans, contact the Heartland Bank Private Wealth Group today at 314-512-8521.

Learn more about Heartland Financial Security Group

Disclaimer
*Investment services offered through SECURITIES AMERICA are not insured or guaranteed by the FDIC or any other government agency. They are not deposits of, or guaranteed by Heartland Bank. These products involve investment risks, including a positive loss of principal. Securities offered through SECURITIES AMERICA, Inc. Member FINRA /SIPC. SECURITIES AMERICA INC. is not an affiliate of Heartland Bank Financial Security Group.