We are a non-producing, fee-for-service third party retirement plan administration company created and controlled by experienced industry professionals. With over 40 combined years of experience in third party retirement plan administration and consulting, Legacy Retirement Solutions, LLC leverages that experience to provide customized solutions that can satisfy all of your clients’ retirement plan administration and consulting needs. We are experts at the compliant design, operation and administration of retirement plans.
See all the ways that we can help you maintain a vibrant plan that complies with IRS and DOL regulations.
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These periodic updates contain a wealth of knowledge that is current and relevent to the retirement plan industry.
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Legacy Retirement Solutions has worked with our company to help streamline the 401(k) administration process. Representatives are always available and respond quickly and efficiently to all requests. They provide easy to understand documentation and recommendations to employee questions and situations that make it easier to help educate employees so they can make the best decision possible in regards to their retirement account.”
– Catherine E.