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Employee Benefit and Retirement Plans

Our plans provide employees with a retirement plan that is both comprehensive and cost effective.

Whether it’s a 401(k), 403(b), Profit Sharing or any other Employee Benefit Plan, we can either help your business implement an employee benefit plan or take over your existing plan. We are experienced in keeping employee benefit plans in compliance and handling investment decisions. We take care of the details of establishing and running your company’s retirement plan so that you can dedicate your time and energy to your business. The following are some of the ways Legacy Trust can assist you with a retirement plan such as a 401(k)...

  • Serve as your plan’s third-party administrator
  • Prepare the IRS Form 5500 annually
  • Testing of plan to maintain compliance
  • Wide array of investment options
  • Start a new plan or assume an existing plan