Heritage Administrative Services is a full-service retirement plan administration firm based in Woodbury, NY. They specialize in all types of qualified retirement plans and work closely with brokerage firms, financial institutions, qualified plan sponsors, financial advisors, agents, and brokers. Their range of services includes both traditional and innovative solutions to meet the unique needs of each industry.
With a focus on cash balance plans and paired plans, Heritage Administrative Services helps employers maximize tax deductions, create wealth in a tax-preferred environment, and attract and retain key employees. They also offer the Heritage Plus Program, a combination retirement plan featuring a 401(k) profit-sharing plan and a defined benefit pension plan. Their expertise and dedication make them a trusted partner for businesses seeking comprehensive retirement plan solutions.
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