Never miss a story — sign up for PLANADVISER newsletters to keep up on the latest retirement plan adviser news.
Products February 16, 2011
Legacy Retirement Solutions Open for Business
A new TPA firm has hung out its shingle.
Reported by PLANADVISER Staff
According to a press release, Legacy Retirement Solutions, LLC, is a non-producing, fee for service, third- party retirement plan administration firm. Established in November of 2010, the firm specializes in the custom design and implementation of all forms of retirement plans.
Owned and operated by Steve Warner, Joe Ehmann and Mike Prevost, Legacy brings more than a quarter century of industry knowledge and expertise to the retirement plan landscape, according to the firm.
Legacy assists its clients with everything from simple “owner only” plans to more complex design offerings such as Cash Balance/Profit Sharing combinations, as well as safe harbor, new comparability, multiple employer and even Davis Bacon plan features.
Legacy says it also has many years of experience assisting its financial advisor partners by helping them to win business through customized plan design consulting and support with proposal preparation.
More information is available at www.legacyrsllc.com.