Legacy Executive Benefits, LLC is a national consulting firm specializing in providing corporate clients with Total Retirement Solutions. This includes RIA services for qualified plans, along with the design and implementation of supplemental deferred compensation plans. We also design and implement executive benefit and compensation plans for high impact employees to include retention, attraction and reward strategies.
Independent Objective Third Party Advisor (RIA)
In today’s world, an Independent third party is recommended to protect plan sponsors, as well as participants. Our open architecture approach applies to Total Retirement Solutions involving both qualified and non qualified plans. The advisor has no provider of choice and serves as an advocate negotiating on behalf of the entity and the plan participants. This includes pricing, service, compliance, communication, education and administration; as well as investment fund lineup.
The very best advisors are not only guardians of the clients’ interests, but are also excellent facilitators, who understand both sides’ perspectives, risks and interests, and has the ability to work creatively and constructively to find solutions that lead to a highly successful retirement plan strategy.