Legacy Retirement Solutions
Third Party Retirement Plan Adminstration
We are a non-producing, fee-for-service third party retirement plan administration company.
We can help with any compliance issues you may come across.
Ask About Our Consulting Services. Call Us At 484.483.1044.
Third Party Retirement Plan Administration
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.
“We have been a client of Legacy Retirement Solutions, LLC (LRS) since January 2011. Since that time, LRS has proven to be a valuable asset in meeting our needs through providing knowledgeable retirement solutions and compliance. As a large and growing multi dermatology practice with many 401(k) needs, we are known for the constant and repetitive questions. LRS continually works to provide effective and compliant solutions to the ever-changing retirement environment and is dedicated to staying one step ahead of their competitors to assure the superiority of their services as a retirement administration solution. We feel confident that they are constantly looking into options to provide us, their clients, with the latest and most innovative ways to help us manage the needs and demands of our complex industry. We appreciate the ongoing business relationship with LRS’ support team and are extremely satisfied with the level of the quality of services rendered. With that said, we recommend LRS without hesitation and appreciate our continued business relationship with them!”
– Melanie W.
“Legacy is a top-notch TPA” I have trusted their services for years. Not only are they very responsive but also very proactive, helping me to provide the best service I can to my clients. Other areas that continue to impress me are their abilities to handle complex circumstances like Control Groups and Service Contract ACT employees. The industries that I support presents their own challenges and Legacy is there to help every step of the way.”
– Joseph L.
– Financial Advisor
“Over our years of working with Legacy Retirement Solutions, LLC, we have found every member of their team to be knowledgeable, clear, prompt, and very helpful. The 401k world is a tough one. Having accessible, dependable experts to which to turn with questions, and from whom you get quick, clear answers, is valuable beyond estimation.”
– Juanita P.
“Thanks to Mike and Joe, I have peace of mind knowing my company’s 401K needs are being handled efficiently. They make the 401K process simple and hassle-free and provide me with counsel and direction whenever I need it.”
– Pam B.
“Although Legacy is across the country from us, we’ve never felt like they were further than a phone call away. Their responsiveness, their sense of urgency and the accountability for the work they do has always been extremely evident. Choosing a firm like Legacy for our Retirement Plan needs has proven to be an instrumental partnership for our fast growing company.”
– Matt R.
Walnut Creek, CA
“The team at Legacy Retirement Solutions has done a terrific job in structuring and servicing our 401k/Profit Sharing Plan in concert with the needs of our business. They have a “customer first” attitude, and can always be counted on to offer proactive solutions tailored to our best interests. I feel we have a trusted business partner with Legacy and would highly recommend them to other small companies in need of a TPA to service retirement plan needs.”
– Bob M.