Retirement Plan Services - Legacy-Advisors

Retirement Plan Services

Working
Together

We help our clients manage their company-sponsored retirement plan

As an independent consultant, we help our clients manage their entire retirement plan team. We value helping business owners who care about their employees and have a desire to provide competitive benefits for them. Clients often have concerns about their retirement plans meeting best practices. Legacy has expertise in this area and can also assist with vendor contract negotiations.

Our
Role

Focus on building the best plan for you and your employees

Many components go into building and maintaining a successful company-sponsored retirement plan. Our overall experience and knowledge in the business-owner marketplace differentiates us as an independent retirement plan consultant. We are committed to understanding what is most important to you and help you with the design, selection, monitoring and servicing of your company-sponsored retirement plan.

Action
Plan

We accept the responsibility to enhance employee participation through effective plan design and participant education strategies. By tracking progress in all areas, we help our clients improve plan outcomes for their participants and, as a co-fiduciary, we share the responsibility to improve every aspect of plan performance, including overall expense management.