Nowhere is Legacy’s commitment to custom tailored strategies and transparent pricing better displayed than in our qualified retirement plan advisory service model. Advising our clients on matters of 401(k)s, 403(b)s, and Cash Balance Plans is central to our practice and as co-fiduciaries, we understand the importance of a plan sponsor having the right tools for the job and clearly understanding the costs.  

Our team knows that effective retirement plans are about much more than investment allocation. While there are tried-and-true plan designs that can work for a broad range of employer plan sponsors, they don’t work for everyone. An experienced professional can identify those occasions and enhance plan benefits in meaningful ways. From maximizing owner contributions, and course correcting compliance deficiencies.

There are no shortcuts when it comes to navigating platform and product options in this highly competitive space. Legacy advisors have hands on experience working with dozens of providers. We know which products work well together, which products to avoid, and which will make administration easiest for you.