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Deals & People February 17, 2011
Legacy Executive Benefits Joins RPAG
David Harper and Bill Straub of Legacy Executive Benefits have become members of the Retirement Plan Advisory Group (RPAG).
Reported by PLANADVISER staff
Based in Atlanta, Harper is the President and CEO of Legacy Executive Benefits and Straub is Executive Vice President of Client Services.
Legacy specializes in qualified and non-qualified consulting and the firm recently completed a re-branding campaign, summed up in a new tagline, “Creating Corporate Retirement Solutions.” In announcing the alliance with RPAG, Straub said it is “the logical evolution of our firm to deepen the investment due diligence, fiduciary guidance and RFP benchmarking services we deliver to customers on a daily basis.”
Harper and Straub started their careers in the 70s and eventually joined forces in the late 90s to form ERI Advisors, LLC. After undergoing several changes over the years, the rebranding to Legacy Executive Benefits was completed earlier this year.
With its transition to RPAG, Legacy Executive Benefits will receive broker/dealer support from Financial Telesis, Inc.