Plan Design

Legacy will help implement the appropriate plan design that best meets all goals and objectives and puts participants in the best position to take full advantage of their retirement benefit.  Legacy will analyze and evaluate all important plan features...

  • Eligibility Requirements
  • Match Formula
  • Vesting Schedule
  • Safe Harbor Options
  • Automatic Enrollment
  • Automatic Escalation
  • Qualified Default Investment Alternative (QDIA)
  • Roth 401(k)