680 Main Street

3rd Floor  P.O. Box 179

Watertown, CT 06795

Tel: (860) 945-6043 Fax: (860) 945-6105

HERITAGE BENEFIT CONSULTANTS, INC.

Contact us:

 

Info: info@heritage401k.com

 

Tel: (860) 945-6043

 

Fax: (860) 945-6105

Heritage has been servicing plans throughout Southern New England from our home office in Connecticut since 1978.  Since our inception, we have been dedicated to providing our clients with high quality, professional, and knowledgeable retirement plan services.

 

Today, our business is growing at an annual rate of over 25%.  We work with over 250 plan sponsors representing in excess of 15,000 plan participants.  The total combined assets of those plans exceed $100 million.

 

The cornerstone of our success is our ability to communicate complex issues by applying our knowledge and experience.  With an average tenure of over 15 years in our administration and compliance division, our professional administrators provide more than a quick-course familiarity with the current

pension/401(k) regulations; they possess a strong understanding of the basis, history, and development of the law that frames those regulations.

 

Our commitment to provide knowledgeable, experienced,

responsive and courteous plan services is unique — and, critical to the success of your plan.

 

Securities offered through Nutmeg Securities Ltd. Member SIPC, NASD, Chicago Stock Exchange.  Fairfield CT 06824