Expense Management

Legacy ensures that plan sponsors have a clear understanding of all plan-related expenses paid both by the company and its participants, and are committed to implementing the most cost-efficient retirement plan.

  • Provide transparency of all plan expenses
     
  • Fee Benchmarking
     
  • Enhancing service and overall relationship with record-keeper
    • Service Improvements
    • Expense Negotiations
  • Vendor Search and Selection
    • RFP Process