Retirement Plan Services

We work closely with business owners who value their employees and have a desire to provide for their retirement. They also are concerned about their retirement plans meeting best practices. As an independent consultant, we help our clients manage their retirement plan team.

Our focus is to build, implement and monitor plans to ensure everything possible is being done to meet the specific plan objectives. We help refine these objectives, track participant outcomes and ultimately improve the retirement readiness of plan participants. Many components go into building and maintaining a successful retirement plan strategy. These include plan design, retirement readiness, investment selection and monitoring, overall expense management, employee education, administrative support, and fiduciary best practices. Legacy has expertise in all of these areas and also assists with vendor contract negotiations.

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 responsibility to improve every aspect of plan performance.

Our overall experience and knowledge in the business-owner marketplace differentiates us as a retirement-plan consultant. We are committed to truly understanding what is most important to our clients while designing, selecting, monitoring and servicing their company sponsored retirement plans.