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Legacy Retirement Solutions
Third Party Retirement Plan Adminstration

We are a non-producing, fee-for-service third party retirement plan administration company.

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Compliance

Compliance

We can help with any compliance issues you may come across.

Compliance
Consulting

Consulting

Ask About Our Consulting Services. Call Us At 484.483.1044.

Consulting
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Third Party Retirement Plan Administration

We are a non-producing, fee-for-service third party retirement plan administration company created and controlled by experienced industry professionals. With over 40 combined years of experience in third party retirement plan administration and consulting, Legacy Retirement Solutions, LLC leverages that experience to provide customized solutions that can satisfy all of your clients’ retirement plan administration and consulting needs. We are experts at the compliant design, operation and administration of retirement plans.

Services

See all the ways that we can help you maintain a vibrant plan that complies with IRS and DOL regulations.

  • General Services
  • Types of Plans
  • Compliances

Articles

These periodic updates contain a wealth of knowledge that is current and relevent to the retirement plan industry.

  • Administration
  • Statutory / Regulatory
  • Plan Design

Resources

Links to information regarding Education, Government Agencies, Calculators, and Professional Organizations.

  • Educational
  • Government Agencies
  • Professional Organizations

TESTIMONIALS