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Scott Mullady - Designing and Managing Qualified Retirement Plans

Scott Mullady is an Accredited Investment Fiduciary Advisor in Commack, New York, and has served as President of Heritage Pension Advisors, Inc. since 1994. His enterprise is. A full-service third-party administration provider, handling qualified plan design, as well as clients’ legal documentation, tax reporting, record keeping, and compliance needs. Scott Mullady helps ensure that companies' benefits are provided at the lowest reasonable cost, and he administers plans with a focus on organizational stability, profitability, and growth.

Mr. Mullady strives to maintain strong and lasting client relationships, and assigns each company a dedicated customer service representative and plan manager. Companies have secure portals on the Pegaesus Platform for accessing plans, performing transactions, and researching plan-related topics.

An active presence in the financial community, Mr. Mullady has presented at chapter meetings of the Society of Human Resource Management and lectured at the New York Institute of Technology. He has a passion for sports and is presently the coach of the Brentwood Revolution women’s team, which competes within the NY Club Soccer Premier Division.

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