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Heffernan Retirement Services - Because You're Different - San Francisco, CA


Call us at 800-437-0045

LPL Service Center (800) 558-7567

Corporate And Not-For-Profit Retirement Plan Services

We are both vendor and investment neutral, thus allowing us to act as a true independent consultant. Our goal is your success, an efficiently managed retirement vehicle that helps both corporations and nonprofit organizations attract and retain valuable employees.

Heffernan Retirement Services utilizes a strategic approach to help clients manage all aspects of their retirement plan. We first benchmark your current plan to determine its competitiveness from an administrative, investment and cost effective standpoint. We then establish a due diligence process to plan and document fiduciary control activities and responsibilities. After that, we determine the appropriate investment selection(s) to optimize asset allocation. As part of our plan implementation process, Heffernan Retirement Services develops an investment education program for your plan participants, treating education as a process rather than an event.