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If the DOL Comes Knocking, Will You Be Ready?

Retirement Plan Perspectives

Legacy Planning Retirement Plan Services invites you to check out the latest issue of Retirement Plan Perspectives, our retirement-focused quarterly newsletter.

This quarter’s issue features:

  • What retirement plan sponsors need to know about Department of Labor retirement plan audits
  • A look at the unique challenges women face when saving for retirement, and how to help them level the playing field

This issue offers practical ideas for improving the quality of your plan and your fiduciary framework, all while improving the retirement outlook of your valued employees. 

READ NEWSLETTER

As always, please don’t hesitate to contact us with questions or to discuss anything about your company’s retirement plan.

Brendan Speers is the firm’s Director of Retirement Plan Services. He joined Legacy Planning in 2014 and has over ten years of service in the financial services industry – solely focused on helping corporate and non-profit retirement plan programs for the past eight years.
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2023 Forbes Best-In-State Wealth Advisors, created by SHOOK Research. Presented in April 2023 based on data gathered from June 2021 to June 2022. 
22,243 were considered, 7,321 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance.
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future performance. Your experience may vary. Click here for the most recent award information.

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