Legacy Retirement Solutions, LLC leverages our 60+ years of 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 support financial advisors, retirement plan wholesalers and plan sponsors in designing, consulting and administering retirement plans.
We partner with the investment platforms that work best for you and your clients. In addition to traditional retirement plan administration services, we offer document reviews and detailed plan illustrations that can help to distinguish you from other financial advisors that you compete against.