Corporate executives face increasing demands on their time and attention, leaving them with unattended and disorganized employee benefits, options and compensation arrangements. At Legacy, we understand that recruitment and retention have a direct impact on your company’s growth.
Our 401(k) and Business Solutions programs can help make your benefits a tool to help attract and retain the right employees and increase morale. From plan design and reporting, we have the experience to make your plan easy to administer. We work with companies of all employee sizes, offering 401(k) and other retirement plans, profit sharing plans, employee benefits and personalized financial planning for key employees.
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.