Retirement Readiness

Legacy will implement a process to improve the retirement readiness of participants.  This process will involve plan-design enhancements, improved participant deferrals, targeted communication and education, and participant awareness.

  • Track and improve the retirement readiness of participants
    • Retirement Income Replacement Analysis
  • Help participants obtain and understand personal retirement readiness calculation
     
  • Review participant retirement readiness calculations during individual participant advisory consultations
     
  • Provide committee level awareness of participant retirement readiness