Plans That Are Tailored To your Business

Whether your company has a plan already or is just considering offering one, we can help. In addition to being a smart way to save money, retirement plans are an important benefit to help attract and retain quality employees. To the company, the plan is an expense. Is your company getting a good value from your expenditure? Let us help you evaluate your current plan. Maximize the value you and your employees receive from this important benefit.

Features of the retirement plan can be scaled to your needs. Features can include Internet access and toll-free access for your employees, flexible vesting schedules, and flexibility in contribution timing and requirements. We also can offer investments from many different sources, ensuring you will have quality investments options from which to select.

All types of plans are available, from SIMPLE IRAs to 401Ks and Profit Sharing Plans. Whether your retirement plan needs are simple or complex, choose the Heritage Bank retirement plan team.


  • Knowledgeable, local service.
  • Focus on employee education.
  • Great investment options!
  • Good use of technology, but with personal service!

For more information Contact Steve at 888-554-5499 or use this online form:

Investment products are not obligations or, guaranteed or insured by the bank, the FDIC or any other government agency. Investments are subject to risk, including possible loss of principal.

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