401(k) plans have been around since 1981. Independent advice from a fiduciary advisor hasn’t been around as long…In recent years, employers have begun to harness the power of Fee-only, Independent, Registered Investment Advisors to support their employees’ retirement savings efforts. No agenda, no commissions, just retirement plan expertise and easy access to the answers that plan participants are after.
Legacy’s 401(k) team, led by Sam Murray, focuses on design, implementation, and maintenance of cost-effective retirement plans that are tailored to each employer’s specialized needs. As a result of our independence, we are able to do the shopping for you and find the 401(k) plan provider that will best fit your growing company’s needs. No kickbacks or incentives exist for fee-only advisors, so you can rest assured that Sam and his team will create the best plan to fit the unique needs and demographics of your organization. The right plan can strengthen the value proposition you use to attract top talent. Pairing that benefit with high quality education and guidance available from Legacy can turbocharge your benefits package and reduce the pressure on your HR and benefits professionals at the same time! Legacy works with existing or new plans with over $1 million in plan assets and specializes in plans with 25-250 employees. In addition to 401(k) plans, we can manage 403(b) and 457(b) plans, Cash Balance plans, and Employee Stock Ownership Plans.
As a Legacy 401(k) client, you will receive:
We’re proud of our dynamic service model. Our bench is deep. When Legacy manages your 401(k) plan, your participants have access to much more than an online retirement calculator. True value in the world of financial advice comes from experienced pros with the credentials and team to back it up. Visit with us and learn more about the difference it makes to have a Registered Investment Advisor rooted in true Financial Planning services on your team!