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Retirement Plan Consulting Services

Support for compliance and management of retirement plans for corporation 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 Review, Search and Recommendations
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 qualified retirement plan, contact Legacy Strategic Asset Management to discuss how we can help you meet your fiduciary obligations.

Investment and Insurance Products are:

Not Insured by the FDIC or Any Federal Government Agency
Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AZ, CA, CO, FL, GA, IA, IL, KY, MA, MD, MI, MT, NC, NJ, NV, NY, OH, PA, RI, SC, TN, TX, VA, WA). Securities-related services may not be provided to individuals residing in any state not listed above.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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