Legacy strives to help clients achieve their retirement plan goals. We want each client to receive a customized plan design to meet their individual needs. We host insightful discussions with each client so we can gain the necessary knowledge of exactly what the business owner is looking for in a retirement plan.
- The owners/key employees not receiving a large enough benefit
- Wanting to give different percentages to different groups of people
- Highly compensated employees tired of getting refunds
- Owning more than 1 business
- Union employees
- Prevailing Wage
These are just a few items that we look at when working with a client to customize the plan design to fit their needs.