About Heller Pension Associates
For more than 50 years, Heller Pension Associates has helped businesses design and manage retirement plans that align with real financial goals - not generic formulas.
With offices in South Florida and New York’s Hudson Valley, we serve predominantly local clients and maintain strong, long-standing relationships with the financial advisors and CPAs who guide them. That local focus allows us to deliver something many larger providers cannot: personal attention backed by deep technical expertise.
Our team specializes in retirement plan design and administration for small to mid-sized businesses, including:
- 401(k) Plans
- Profit Sharing Plans
- Traditional Defined Benefit Plans
- Cash Balance Plans
- 403(b) Plans
Unlike bundled payroll providers, we don’t believe retirement plans should be one-size-fits-all. We create strategies tailored to each business - helping owners maximize tax-advantaged contributions while controlling costs and staying compliant in an increasingly complex regulatory environment.
