Retirement Plan Consulting
Legacy Wealth Advisors, LLC serving Atlanta and Tucker, Georgia

Legacy Wealth Advisors specialize in the designing of and consulting with respect to retirement plans for businesses, nonprofits, governments and other institutions in Atlanta, Georgia and surrounding areas.


WE HELP PLAN FIDUCIARIES/PLAN SPONSORS TO:
  • Identify prospective plan providers based on individual sponsor needs/demographics

  • Evaluate provider presentations

  • Evaluate provider fees

  • Establish an investment committee and organize periodic meetings

  • Establish and maintain an investment policy statement

  • Select the fund mix and develop a due diligence process for evaluation of funds and managers

  • Educate employees and establish the goals thereof

  • Evaluate and score current plans

  • Conduct periodic market reviews to assess plan competitiveness

  • Document the fiduciary manner in which these services are performed


ARE YOU A FIDUCIARY?

Fiduciaries may include:
  • Plan Sponsors

  • Their officers, directors, partners and shareholders

  • Administrative and investment committees

  • Anyone who administers the plan or control plan assets

Fiduciaries have a personal obligation to:
  • Follow basic standards of conduct and care

  • Administer the plan and carry out their duties prudently

  • Educate employees so they will have the information to make informed decisions

  • Act solely in the interest of the plan participants and their beneficiaries

  • Follow the plan documents

  • Diversify plan assets

  • Pay reasonable plan expenses

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Legacy Wealth Advisors, LLC

4317 Lavista Rd.
Tucker, GA 30084
Phone: 770-817-8988
Fax: 770-817-0784
Toll-Free: 866-463-4438