Managing Your Company’s Retirement Plan Shouldn’t be a Burden
When it comes to the responsibility of sponsoring a retirement plan, the right partner
makes all the difference.
Legacy is a fee only, independent advisory firm who specializes in 401(k) and 403(b)
retirement plan design, administration, and participant education.
Governance and ERISA Training
We partner with ERISA attorneys to provide training and ensure that together we are fulfilling all regulatory commitments so you’re offering the best possible options for your team’s future.
Bridging the Gap Between Plan Administration and Personal Advice
Our team isn’t just experienced in retirement plan management; we’re seasoned wealth management professionals, too. We understand that the line between plan enrollment and personal financial advice is often blurry. For HR teams, this creates a real challenge: how to support employees without crossing into territory that could create legal liability. That’s where we come in. As fiduciaries, we help employers provide meaningful guidance to participants without putting the company at risk.
When your company partners with Legacy Financial Strategies for 401(k) management, you’re also gaining access to a team of CERTIFIED FINANCIAL PLANNER® professionals who are salaried consultants. With no products to sell or commissions to earn, you can rest assured that through your access to our LaunchEd educational programming, you are offering more than just a 401(k) plan.
Unlimited, free access to fiduciary advice around tax planning, estate planning, investing, cash flow management, insurance, and retirement decisions are just a click away when you partner with Legacy.
- Monthly Webinars
- Educational video library
- FREE online financial planning tools
- Timely blogs
- Market Commentary every quarter
- 10% discount on estate plans through our partnership with Trust & Will
