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Our Services

Legacy Retirement Plan Advisors, a Division of Legacy Wealth Management, is a Retirement Plan Consulting firm with offices located in South Florida. Our Retirement Plan Consultants have over 40 years of combined experience in plan sponsor due diligence support, participant education and investment fiduciary services.

Our team delivers custom fiduciary strategies to Retirement Plan sponsors helping to lead towards improved retirement outcomes.

Legacy Retirement Plan Advisors works with clients to help them either initially establish or update their Retirement Plan Committee according to industry best practices. We help our clients establish a clearly organized fiduciary governance structure which includes selecting and formally appointing Committee members, establishing a Committee Charter and acknowledging all appointments in writing. We provide fiduciary training for Committee members regarding their fiduciary responsibilities and corresponding best practices in an effort to improve their decision-making and decrease organizational and personal liability.

We offer quarterly Plan review meetings to help plan sponsors oversee and monitor all aspects of Plan performance including investment returns, fee competitiveness, Plan operational issues, Team member educational support, and we produce and archive meeting minutes.

Due Diligence File

Maintaining a well documented fiduciary file is the basis for a "best practices" retirement plan committee. Legacy Retirement Plan Advisors establishes for each client, a file to help manage and document the fiduciary oversight process.

Fee Analysis and Benchmarking

ERISA fiduciaries are charged with reviewing and understanding the competitiveness of their Plan's fees and assuring that they are "reasonable" given the levels of services that are offered by their "service providers." Legacy Retirement Plan Advisors assists clients in the process of reviewing all Plan related fees and expenses and help negotiate the most competitive fee structures possible. We utilize independent and objective, third party benchmark services to help our clients fee competitiveness.

Vendor Review

Industry "best practices" recommend that a formal vendor review is conducted every three to four years. These reviews help Clients make sure that the service arrangement and fee structure currently in place is competitive and that any innovations in technology, educational support, investment options, etc. are made available to the Plan.

Plan Operational Assistance & Client Advocacy

Legacy Retirement Plan Advisors takes the lead when administrative or service issues arise, supporting our Client's Team Members in resolving issues quickly and efficiently.

Plan Design Assistance

Legacy Retirement Plan Advisors continuously suggests that Clients consider the latest industry "best practices" in "plan design" options in an effort to drive optimum participation and retirement outcomes while at the same time pursuing Client financial goals.

Corporate Qualified Retirement Plans - Defined Contribution

  • Starter K (coming soon)
  • 401(k)
  • 403(b)
  • 401(a)
  • Profit Sharing Plans

Defined Benefit Plans

  • Cash Balance Plans

Corporate Non-Qualified Retirement Plans

  • Executive Benefit Plans


  • Buy-Sell Agreements
  • Family Protection


  • Business Succession Planning
  • Group Benefits
  • 529 Plans

Participant Advice & Team Member Educational Support

At the core of Legacy Retirement Plan Advisors service offerings is the individual approach we take in assisting every Client's Team Members in striving to maximizing their use of the 401k Plan. We offer group seminars, webinars, individual meetings, create education policy statements and strategies, all intended to help our valued clients get to retirement as "well prepared" as they can be.

Our Legacy Wealth Management Advisory Team is also available to provide more comprehensive Financial Services for participants who need the additional support.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.   |  855-709-4015