Employee Education

Legacy will implement an employee education plan that provides participants with the proper tools, retirement savings resources, and extensive education necessary to make informed decisions with respect to their retirement planning needs.

  • Education Group Seminars
    • Participant website overview, investment risk vs. reward, the power of compound interest, retirement plan industry trends, selecting the appropriate investments, the importance of diversification, the power of tax deferred growth, Roth vs. Traditional 401(k), understanding your retirement income projection, and transitioning into retirement.
  • One-on-One Participant Consultations
    • Reviewing, understanding and answering specific questions pertaining to a participants retirement plan
  • Targeted Education Materials