Focused on Success
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