Employer Sponsored Retirement Plans

We specialize in working with employer sponsored retirement plans. As a plan sponsor, did you know that you are a FIDUCIARY? We have a process in place to help you manage your Fiduciary Duty.

Fees

Do you know the total costs for your plan and employees?

L

We offer:

  • Detailed fee analysis
  • Monitoring of provider’s costs and services

Investments

When is the last time you reviewed the investments in your plan?

L

We offer:

  • Regular Investment Committee meetings
  • A consistent and prudent analysis process

Plan Design

Does your plan meet your corporate and/or personal goals? 

L

We offer:

  • Employer match and profit sharing analysis
  • A customized approach

Financial Wellness

Are you going above and beyond to help educate your employees?

L

We offer:

  • Annual education meetings
  • Dedicated one-on-one time with each employee

We take pride in helping you coordinate the administrative aspects of your retirement plan. Our Financial Wellness programs allow us to serve as a valuable resource to your employees.

Click HERE to learn more about one of our solutions.

Contact us to learn more.

Visit

4 Reservoir Circle, Suite 103
Pikesville, Maryland 21208

Get Directions

Contact

410-828-4411 | 800-770-0029

410-583-0102

Connect

Investment Advisory Services offered through Investment Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC, to residents of: CA, CO, CT, DC, DE, FL, GA, IN, KY, IL, LA, MA, MD, MI, MO, NH, NJ, NY, NC, NM, OH, PA, SC, TN, TX, VA, and WV. Cambridge and The Legacy Group, Inc. are not affiliated.

The information being provided is strictly as a courtesy. When you link to any of these websites provided herein, The Legacy Group, Inc. makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information, and programs made available through this site.

Cambridge’s Form CRS (Customer Relationship Summary)

Copyright © 2024
The Legacy Group

Acting solely in the interest of plan participants and their beneficiaries and with the exclusive purpose of providing benefits to them;
- Carrying out their duties prudently;
- Following the plan documents (unless inconsistent with ERISA);
- Diversifying plan investments; and
- Paying only reasonable plan expenses

However, fiduciaries can limit their liability in certain situations. One way fiduciaries can demonstrate that they have carried out their responsibilities properly is by documenting the processes used to carry out their fiduciary responsibilities.

Many of the actions involved in operating a plan make the person or entity performing them a fiduciary. Using discretion in administering and managing a plan or controlling the plan’s assets makes that person a fiduciary to the extent of that discretion or control. Providing investment advice for a fee also makes someone a fiduciary. Thus, fiduciary status is based on the functions performed for the plan, not just a person’s title.