35 Years!
To all of our clients, business partners, team members, families, and community. Thank you for making Heartland Trust Company what it is today. You inspire and motivate us to provide better service, invest in technology to deliverbetter results, and most importantly be a trustworthy company that people can depend on. Our mission statement is “To […]
Why Your 401(k) Menu Isn’t Endless: The Fiduciary’s Role
Ever wonder why your 401(k) offers a limited selection of investment funds compared to the vast universe of options out there? It’s not because your employer is trying to limit your choices; it’s because they’re acting as a fiduciary, and that comes with serious legal and regulatory responsibilities. What Does “Fiduciary” Mean for Your 401(k)? […]
HTC Team Highlights
Life Milestones Bauer Hooey Grandson of Amy Remmick, Retirement Services Operations and Compliance Clayton John Dickson (CJ) Grandson of Mary Carlson, Senior Administrative Associate-Personal TrustsClayton was born on April 12th! Denise Lies Retirement Services Senior Operations and ComplianceDenise and her family took a trip to Ireland in May! Bennett Linder Son of Wealth Management Officer, […]
Understanding Investment Indexes: A Guide to Market Benchmarks
Every day in my office, the television is tuned into Bloomberg, broadcasting the latest financial news. Alongside the news is a rolling column of acronyms, flanked by red or green numbers, changing every twelve seconds. S&P 500, DOW, NASDAQ, RUSS 2K, TSX, FTSE, MSCI EAFE, STOXX 50, NIFTY 50. There is no shortage of these jumbles […]
Celebrating 35 Years
Thank you to those who attended our celebration. Click below to watch a special video commemorating this milestone. https://vimeo.com/1095703212?share=copy#t=391.968
