HGTPA.COM

Heritage Administrative Services

Francis J. Mullady, CLU, CHFC. Alan Stone, A.S.A., E.A., M.S.P.A., M.A.A.A. Sharon Hartman, QPA, QKA, ERPA. Brokerage Firms and Financial Institutions. Financial Advisors, Agents and Brokers. Heritage Administrative Services offers full service retirement plan administration for all types of qualified retirement plans. Each Industry is unique. Our firm works closely with: Brokerage Firms and Financial Institutions, Qualified Plan Sponsors, Financial Advisors, Agents and Brokers. How can Heritage help you?

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Heritage Group

Brendan Mullady

135 Crosswa●●●●●●●●●●●e Suite 402

Woo●●●ury , NY, 11797

UNITED STATES

1631●●●●0505

1631●●●●9656

bm●●●●●●@theheritagegroupllc.com

View this contact

Heritage Group

Brendan Mullady

135 Crosswa●●●●●●●●●●●e Suite 402

Woo●●●ury , NY, 11797

UNITED STATES

1631●●●●0505

1631●●●●9656

bm●●●●●●@theheritagegroupllc.com

View this contact

Heritage Group

Brendan Mullady

135 Crosswa●●●●●●●●●●●e Suite 402

Woo●●●ury , NY, 11797

UNITED STATES

1631●●●●0505

1631●●●●9656

bm●●●●●●@theheritagegroupllc.com

View this contact

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Heritage Administrative Services | hgtpa.com Reviews

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Francis J. Mullady, CLU, CHFC. Alan Stone, A.S.A., E.A., M.S.P.A., M.A.A.A. Sharon Hartman, QPA, QKA, ERPA. Brokerage Firms and Financial Institutions. Financial Advisors, Agents and Brokers. Heritage Administrative Services offers full service retirement plan administration for all types of qualified retirement plans. Each Industry is unique. Our firm works closely with: Brokerage Firms and Financial Institutions, Qualified Plan Sponsors, Financial Advisors, Agents and Brokers. How can Heritage help you?

<META> KEYWORDS

1 who we are

2 who we serve

3 qualified plan sponsors

4 what we do

5 plan design

6 news

7 articles and publications

8 irs/dol updates

9 upcoming important deadlines

10 contacts

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Heritage Administrative Services | hgtpa.com Reviews

https://hgtpa.com

Francis J. Mullady, CLU, CHFC. Alan Stone, A.S.A., E.A., M.S.P.A., M.A.A.A. Sharon Hartman, QPA, QKA, ERPA. Brokerage Firms and Financial Institutions. Financial Advisors, Agents and Brokers. Heritage Administrative Services offers full service retirement plan administration for all types of qualified retirement plans. Each Industry is unique. Our firm works closely with: Brokerage Firms and Financial Institutions, Qualified Plan Sponsors, Financial Advisors, Agents and Brokers. How can Heritage help you?

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hgtpa.com

1

Heritage Administrative Services

http://www.hgtpa.com/index.php

Francis J. Mullady, CLU, CHFC. Alan Stone, A.S.A., E.A., M.S.P.A., M.A.A.A. Sharon Hartman, QPA, QKA, ERPA. Brokerage Firms and Financial Institutions. Financial Advisors, Agents and Brokers. Heritage Administrative Services offers full service retirement plan administration for all types of qualified retirement plans. Each Industry is unique. Our firm works closely with: Brokerage Firms and Financial Institutions, Qualified Plan Sponsors, Financial Advisors, Agents and Brokers. How can Heritage help you?

2

Heritage Administrative Services

http://www.hgtpa.com/news_irs.php

Francis J. Mullady, CLU, CHFC. Alan Stone, A.S.A., E.A., M.S.P.A., M.A.A.A. Sharon Hartman, QPA, QKA, ERPA. Brokerage Firms and Financial Institutions. Financial Advisors, Agents and Brokers. Works diligently to keep you and your employees informed about the latest Internal Revenue Service and Department of Labor announcements. As your plan's third-party administrator (TPA), Heritage will protect you, your plan, and your trustees by ensuring your plan is in full compliance at all times.

3

Heritage Administrative Services

http://www.hgtpa.com/whoweserve_brokerage.php

Francis J. Mullady, CLU, CHFC. Alan Stone, A.S.A., E.A., M.S.P.A., M.A.A.A. Sharon Hartman, QPA, QKA, ERPA. Brokerage Firms and Financial Institutions. Financial Advisors, Agents and Brokers. As a third party administrator, Heritage Administrative Services will work closely with various financial institutions, brokerage firms, mutual fund wholesalers, insurance companies and accounting firms to determine the best fit for each client. Plan designs create a magnet to attract more assets under management.

4

Heritage Administrative Services

http://www.hgtpa.com/news_articles.php

Francis J. Mullady, CLU, CHFC. Alan Stone, A.S.A., E.A., M.S.P.A., M.A.A.A. Sharon Hartman, QPA, QKA, ERPA. Brokerage Firms and Financial Institutions. Financial Advisors, Agents and Brokers. Works diligently to keep you and your employees informed about the latest Internal Revenue Service and Department of Labor announcements. As your plan's third-party administrator (TPA), Heritage will protect you, your plan and your trustees by ensuring your plan is in full compliance at all times.

5

Heritage Administrative Services

http://www.hgtpa.com/whatwedo_plan.php

Francis J. Mullady, CLU, CHFC. Alan Stone, A.S.A., E.A., M.S.P.A., M.A.A.A. Sharon Hartman, QPA, QKA, ERPA. Brokerage Firms and Financial Institutions. Financial Advisors, Agents and Brokers. LLC is substantially more than just a record-keeping firm. We provide a complete range of consulting, research, administration and communication services throughout the entire field of tax-qualified plans, non-qualified plans, fiduciary analysis, and estate planning. New comparability and age-weighted calculations.

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Heritage Administrative Services

Francis J. Mullady, CLU, CHFC. Alan Stone, A.S.A., E.A., M.S.P.A., M.A.A.A. Sharon Hartman, QPA, QKA, ERPA. Brokerage Firms and Financial Institutions. Financial Advisors, Agents and Brokers. Heritage Administrative Services offers full service retirement plan administration for all types of qualified retirement plans. Each Industry is unique. Our firm works closely with: Brokerage Firms and Financial Institutions, Qualified Plan Sponsors, Financial Advisors, Agents and Brokers. How can Heritage help you?

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