New Hire – Colton Westra
Colton Westra – Administrative Associate – Personal Trusts Colton grew up in Moorhead, MN, and graduated from Moorhead High School in 2021. He went on to attend Concordia College, where he earned a Bachelor’s degree in Finance with a minor in Accounting. In his free time, Colton enjoys spending time outdoors, hanging out with friends, […]
Important Dates
SAVE THE DATE ANNUAL HOLIDAY PARTY December 4th, 2025 | 3-6pm Located at Avalon Events Center Our office will be closed the following days: Thursday, November 27thFriday, November 28thWednesday, December 24th at 12pmThursday, December 25th
The Importance of Asset Allocation in Your Financial Plan
At Heartland Trust Company, we know that one of the most important decisions you make as an investor is how to divide your money among several types of investments. This is called asset allocation. It simply means choosing how much of your portfolio should be in stocks, bonds, cash, or other investments. Getting this balance […]
Empower Your Workforce: Heartland Trust Company’s Comprehensive 401(k) Services
What Can Heartland Trust Company’s Retirement Division Do For You? At Heartland Trust Company, our Retirement Services Division is your all-in-one partner for 401(k) plan administration. We help businesses design, implement, and manage retirement plans that support employee financial wellness, meets regulatory standards, and gives employers peace of mind. Our Core Services Trustee Third […]
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
