Prioritize Your 401k Participants' Financial Independence

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Ensure Your 401k Plan's Success

Master Your PLAN: Expert 401k AdvISORY Webinar

Unlock the full potential of your company’s 401k plan by joining our exclusive webinar. Learn from industry experts how to optimize your offerings, increase participation, and protect against fiduciary risks. Don’t miss this opportunity to enhance your financial strategy with Legacy Advisory Partners.

Comprehensive 401k Solutions

Key Features of Our 401k Advisory Services

Fiduciary Support

Comprehensive and ongoing fiduciary guidance, training and support to mitigate potential liabilities

Fee Benchmarking

RFP driven process to ensure apple-to-apple comparisons and to help maximize a plan’s negotiating leverage

Investment Analysis

Proprietary fund ranking system that aims to enhance outcomes, manage risks and reduce fiduciary exposure

Target Date Fund Consulting

Advanced risk-based suitability process to identify a “best-fit” target date fund series that is right for your plan

Courageous Plan Design

Plan design assessments that strive to increase an employer’s benefits return on investment (ROI) while striving to enhance participant retirement outcomes

Employee Engagement

Highly customized plan participant content structured to help optimize outcomes and increase financial wellness

Got Questions?

We've got answers

Explore answers to the most common questions about optimizing your company’s 401k plan.

How do I know if my 401k plan is out of compliance?

Legacy’s 401k plan assessment process reviews data points from across your plan to help you understand your compliance level. We provide this service free of charge.

How do I know if my investment menu meets the best practice standards of the Department of Labor?

Legacy’s 401k plan assessment process includes an investment due diligence review.

How do you determine if your process can help improve the efficiency of my role with the 401k plan?

Legacy’s 401k plan assessment process reviews your communication with your existing plan providers.

What types of plan design changes do you recommend?

Legacy’s 401k plan assessment process includes a review of your plan design and your company’s goals.

I’m not sure what it means to be a fiduciary – can you provide education?

Legacy offers fiduciary education to all fiduciaries on your 401k plan.