Legacy Retirement Solutions, LLC leverages our 40+ years of experience to provide customized solutions that can satisfy all of your clients’ retirement plan administration and consulting needs. We support financial advisors, retirement plan wholesalers and plan sponsors in designing, consulting and administering retirement plans. From the most basic plan design to more complicated and complex appr
oaches, we want to make sure the plan is set up to do what the plan sponsor expects. 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.
