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Heartland Consulting Group is a full-service third
party administration firm located in Overland Park, Kansas. We specialize in the
retirement plan industry, with a focus on 401(k) plans. Our mission is to provide
superior outsourcing services for small and medium-sized employers who require
comprehensive and effective plan administration of their benefit programs.
Heartland's consultants, who average more than 15 years experience in the pension business, are committed to providing customized, personal service. Regardless of the size or complexity of your pension or 401(k) plan needs, we are fully prepared to consult with you and your professional advisors on every issue of retirement planning. We appreciate the opportunity to be considered your service provider and welcome your inquiries about our company. Plan Design
Questions regarding the type of retirement plan and specific plan
provisions to implement in your benefits program require careful analysis. These and
other questions must be thoroughly reviewed to make the most effective retirement plan decisions.
A study of your present financial circumstances and objectives for the future will produce the best approach to plan design. With basic personal, employment and cash flow data, this confidential analysis of your needs will result in recommendations for a plan that will have your financial goals in mind. Installation
All plans must be written to meet various Internal Revenue Codes and Department of
Labor Regulations. In a practical matter, your plan should be set up to meet your
particular accounting method and management style. We are sensitive to your needs and
understand the regulations. Therefore, a hassle-free, approved installation is our guarantee.
Administration
To maintain regulatory compliance, your retirement plan must be reviewed and updated every year.
Our Strength is the continued service we give our clients. All forms, calculations, government
filings, enrollments, and updates are handled accurately and timely by our firm. Your obligation
is to supply current employee census information as requested. We will fully explain the plan
and answer your questions regarding specific issues.
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