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Legacy Offering Free 401(k) Management Program to Employers

At an additional cost, the program is also provided to employees and would be tailored to each individual’s goals and objectives.

By Javier Simon editors@plansponsor.com | March 23, 2017

Employers can now get access to free online 401(k) management services through Legacy Financial Advisors.

At an additional cost, the program is also provided to employees and would be tailored to each individual’s goals and objectives.

The program consists of various services including set-up guides, 401(k) management tools, and ongoing reporting for account supervision. The firm is also launching free “lunch and learns” at the request of employees or employers. Legacy says these services are ideal for employees with substantial account sizes, and especially for those within 10 years to expected retirement or those in the “retirement red zone.”

"We are committed to helping employees increase their financial security and this program is an excellent employee education and enrichment tool," says Legacy Financial Advisors President Paul Mauro. "Since the program is completely voluntary and free to the employer, it's beneficial for everyone."

He adds, "Employee benefits are expensive for employers, but you need top quality benefits to attract and retain top quality employees. Especially with the stock market at all-time highs, employees are wondering if they're well managed and protected against the changes in the market."

For more information about Legacy's 401(k) management program, visit www.lfsadvisors.com. The firm can also be reached by calling their office at (800) 427-9781.

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