Committed to Plan Sponsor’s Success

A Legacy Retirement Plan Advisor seeks to help you make better decisions and optimize your plan design and investment options. Services designed specifically for the needs of plan sponsors include fiduciary-level investment monitoring and experienced investment policy support.

Committed to Your Employee’s Success

A Legacy Retirement Plan Advisor is fully dedicated to improving retirement readiness for your employees while they are in-plan, preparing to retire, and after they have left the plan.

Focused On Success

Fiduciary Support

Retirement Strategies

Communication & Education

Corporate Objectives