Step 1: Getting to know you
Our initial, complimentary consultation is designed to learn what your goals are for either starting a retirement plan through Legacy or to analyze your current plan design and investments.
Step 2: Establishing your priorities
In our first meeting we’ll also inquire about your employees understanding of the plan, deferral rates and goals for the future.
Step 3: Your personal game plan
After reviewing your current vendor information, adoption agreements, fee disclosures and investment options, we’ll meet to discuss your current plan’s benchmarking and our recommended changes for your business.
Step 4: Implementing your financial goals
Whether you’re satisfied or would like modifications to your plan, Legacy will utilize our benchmarking to ensure your employees are receiving the best service, and will work with your current vendors to implement any desired changes.
In addition, we’ll hold employee educations meetings to help your employees understand the importance of saving and the generous benefit the business is providing by offering a plan. Our goal is to increase participation by making the decision simple to get started.
Step 5: Ongoing care and review
Implementation of your plan is just the beginning. Throughout our relationship, you can expect to receive our “white glove service,” meaning you will receive regular and proactive communication, prompt response to your questions or concerns and individual attention to your goals. Continual monitoring of your plan will include investment meetings, quarterly check-in’s, updates on new hires and plan testing reviews.