Independent is Important

“I suppose it is tempting, if the only tool you have is a hammer, to treat everything as if it were a nail.” ?- Abraham Maslow


You would not hire a mechanic who only had one wrench, or listen to a musician who only knew one chord, so why would you work with a retirement plan professional who can only offer a solution from one retirement plan provider?

By being completely independent and unbiased to the different retirement plan providers and administrators, we are able to focus our services on satisfying our clients needs, no matter how small or large they may be. Legacy 401k Partners was founded on the principles of being a reliable, service-oriented company. We distinguish ourselves from other advisors by focusing exclusively on corporate retirement plans. Few other advisors in our industry can say that.

At Legacy 401k Partners, we maintain the highest standards for our clients and their employees. We recognize that there are a large number of retirement providers in the industry and trying to select the best one can be overwhelming. We are committed to ensuring each company we work with has the appropriate provider for their plan. Our experience and reputation speak for themselves.

By spending a few minutes discussing your current plan, we can share some ways to enhance your retirement plan with your current provider, as well as let you know what is available from the top providers in the industry. From there, you and your company can make an informed decision on what’s best for your company and your employees. Excellent investment choices, some of the lowest costs, great service on the administration, and a strong education and communication program for your employees are just a few of the benefits a good advisor can provide for you. It’s time to expect higher standards. Your employees are counting on it.