Corporate executives face increasing demands on their time, leaving them little bandwidth to optimize employee benefits and compensation arrangements. At Legacy, we understand that recruitment and retention have a direct impact on your company’s bottom line. A robust retirement and benefits package can make all the difference when it comes to attracting talent.
Our Business Solutions programs can help make your benefits a tool that attracts and retains the right employees while improving morale. From plan design to reporting, we have the resources and experience to ensure your plan runs smoothly. Legacy works with employers of all sizes to advise and manage their retirement programs and offer customized education to employees around your entire benefits program.
As a Legacy 401(k) client, you will receive:
In addition, Legacy offers our exclusive Executive Strategies Program for busy executives and business owners. Leveraging expertise, best-practice tools and experience, we’ve created a supplemental benefit for your core executive team. Using advanced technology, we allow your busiest executives to bring their finances and benefit program together in a format they can access anytime from anywhere. We bring critical integration, communication and customization to the financial planning environment. Read more about our financial planning services.