Partner, Chief Compliance Officer
CurrentAt Legacy 401k Partners, our focus is exclusively on corporate retirement plans and the employees they serve. We partner with the largest retirement providers in the industry to ensure that our clients have access to some of the best investment options, lowest costs, and superior service available. In essence, our goal is to assist you, the employer, in providing the best retirement benefits available for your employees.By committing 100% of our daily business to corporate retirement plans, we are able to deliver high level service, products, and advice, regardless of how small or large the client and no matter how simple or sophisticated the situation. From Multi-Billion dollar corporations to small professional groups, we believe that all employees should have the ability to retire comfortably, through smart investment decisions and employer-sponsored plans that are easy to understand and utilize. After all, what good is a great retirement plan if your employees do not know how to use it?Specialties: 401(k) Plans, Safe Harbor Plans, Profit Sharing Plans, Cash Balance Plans, New Comparibility Plans, ERISA 403(b) Plans, Non-Qual Plans
