Your Trusted Partner in Retirement Plan Design & Administration
For more than 50 years, financial advisors and CPAs have trusted Heller Pension Associates to serve their business clients with precision, reliability, and professionalism. When you refer a client to us, you can be confident in two things:
- We will deliver exceptional technical expertise.
- We will protect and strengthen your client relationship.
Why Advisors and CPAs Refer to Heller Pension Associates
Customized Plan Design
We design retirement plans around your client’s specific ownership structure and objectives - not pre-set templates. Proper design can significantly increase tax-advantaged contributions for owners while maintaining cost efficiency.
Deep Technical Expertise
Our administrators average over 25 years of experience, and we maintain in-house legal expertise to navigate complex regulations. We proactively identify issues others often miss.
Stability & Continuity
Clients work with the same experienced administrator year after year - not a rotating call center representative.
A True Complement to Your Services
- We do not sell investments.
- We do not compete for advisory relationships.
Our role is clear: retirement plan design and administration - in coordination with you.
A Simple, Collaborative Process
- You introduce the client.
- We gather information and prepare a complimentary customized plan design.
- We review the strategy together.
- We provide ongoing administration and compliance support — alongside you.
Local Relationships. Long-Term Trust.
With offices in South Florida and New York’s Hudson Valley, we serve predominantly local clients and maintain strong relationships with the advisors and accountants who guide them.
If you have a client who needs:
- A new plan
- A redesign
- A compliance review
- A plan takeover
- A cash balance or owner-only strategy
We’re ready to help.