There is really no limit to the fund flexibility available. Should you wish, we can offer:
- Custom Lifestyle funds and model portfolios
- Unitization of company stock and individually managed portfolios
- Service your plan with insurance, real estate, and other “legacy” assets
- Access to over 4,000 funds (requires custom pricing)
Trust Partners
Leggette partners for trust and custody services with some of the premier names in the industry. Our proprietary Planscape recordkeeping system allows electronic interface with trust providers including:
- American Stock Transfer & Trust Company (AST Trust)
- Charles Schwab Trust Company
- Matrix Settlement & Clearance Services
- State Street Bank & Trust
Recordkeeping Partners
In addition to our Planscape system, Leggette partners with other top providers to allow for even greater flexibility in creating the ideal retirement plan. Like Leggette, these companies offer diverse investments and a full range of services that complement our administrative expertise.
- American Funds
- Diversified Investment Advisors (DIA)
- Hartford
- ING
- John Hancock
- Oppenheimer
- Transamerica
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