RETIREMENT PLANS

Legacy Benefit Services can provide third party administration of plans while working with just about any investment custodian to provide any investment product with options that fit your goals. The key to a successful retirement plan is to get the plan design correct, and then ensure services are user friendly and efficient for both the employee and you the employer. Then to ensure the accuracy of census information and deposits made we perform a trust account reconciliation. We are among the few companies that offer this depth of service. Even more importantly when you have questions we will be here with answers.

Retirement plans offer many benefits starting with tax savings for the owner and employee retention. Legacy Benefit Services offers excellent service, very competative fees, and because we are not tied to a specific custodian or recordkeeper we can make sure your plan gets the best rates it can qualify for.

Call Legacy Benefit Services for a quote and an illustration of the options and benefits available!

We offer:

Access to most investment providers
24 Hour web access and daily valuation
Design consultation
Fiduciary Compliance Assistance
Enrollment / Education
Annual review documentation
Plan audit compliance
Bundled and unbundled options