Retirement Plan Consulting Services

Support for compliance and management of retirement plans for corporations and institutions

When you are a trustee or serve on an investment committee of a qualified plan governed by the Employee Retirement Income Security Act (ERISA), you are considered a fiduciary and accept responsibility to preserve the assets entrusted to you on behalf of the plan participants and the beneficiaries you represent.

At Legacy Strategic Asset Management, we help you as a trustee understand and navigate your fiduciary obligation.

Our Retirement Plan Consulting Services include:

  • Investment Policy Statement
  • Investment Search and Recommendation
  • Performance Reporting
  • Participant Enrollment and Education
  • Benchmarking Analysis
  • Plan Fiduciary Meeting and Support
  • Service Provider Search

These days, talented, qualified employees expect an attractive retirement plan; it's financially smart, helps mitigates stress, and improves employee health and longevity. A proper retirement plan should be delineated, memorialized, implemented and monitored.

If you are a fiduciary responsible for the growth and compliance of a retirement plan, contact Legacy Strategic Asset Management to discuss how we can help you meet your fiduciary obligations.