Heritage Pension Advisors, Inc.

Heritage Pension Advisors, Inc. is one of the nation's premier providers of qualified plan administration. Since 1991, Heritage Pension Advisors, Inc. has been a leader in the third party administration of retirement plans for companies of all sizes. We are unique in our approach to this marketplace in that we provide a complete range of consulting, research, record keeping, administration and communication services throughout the fields of tax-qualified plans, non-qualified plans, fiduciary analysis and estate planning.


  • January 14, 2019

    Changes to Hardship Rules...more

  • January 1, 2019

    2019 Plan Limits...more

  • January 2, 2018

    Due Dates - Calendar Year Plans...more