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.


  • October 27, 2020

    IRS releases 2021 Retirement Plan Limits...more

  • October 27, 2020

    Second Factor Authentication for Participant Website...more

  • April 15, 2020

    CARES Act Retirement Plan Provisions...more

We have created a brief video to introduce plan participants to the new enhanced site. Click on the image below to watch.