After discussing key concepts and obtaining information regarding your goals, we can produce illustrations that compare and analyze several qualified and non qualified plan designs including all of the major forms of Profit Sharing allocations such as New Comparability, Age Weighted, and Integrated, as well as other types of plans including 401(k), Safe Harbor, and Defined Benefit.

Complete with graphs, comparisons and other analysis, our comprehensive Plan Design Study and Impact Analysis will simplify the maze of complex designs. We will provide a realistic view of the impact of adopting a specific plan design to help you make an educated, informed decision on plan design.

You will have the confidence of knowing that your plan is designed around your goals because at Leggette we provide solutions not products.

Plan sponsors are often left in the dark when questioned by participants about overall plan performance or individual accounts. With Leggette, you receive a quarterly Plan Sponsor Report detailing all accounting transactions within your plan. Transactions are detailed at fund level and participant level by money type, as well as fund allocation.

Of course, the fastest and easiest method of acquiring current plan information is through your Plan's website at www.leggette.com. You have access to all participant information, as well as a transaction log of plan activity. Important links to relevant pension information services are also provided for your convenience. These links will help keep you up-to-date on current developments which may affect your plan.

End of year reporting consists of our Annual Audit Package to assist in any audits required by ERISA. Leggette has a Type II SAS 70 and provides certified trust statements for most plans. This helps keep audit costs low by easing the strain on the plan auditor.

Keeping Our Relationship Strong
For our relationship to grow, the communication between us and the Plan must be of the highest order, which is why we consider the quality of our communication to be one of our strengths. Our education materials and trained representatives will help your employees understand and appreciate the value of your plan by teaching them the key elements of savings and investing for retirement. Employee understanding and appreciation is critical to the success of your retirement plan.

Our Commitment To You
There are multiple characteristics of successfully operating any retirement plan but there is one area recognized as paramount in a successful relationship. Accurate and timely administration and recordkeeping is not glamorous but is essential in the operation of all retirement plans, whether they are the simplest or most complex.

Informed decision making requires technologies and services that assist with everyday plan management. At Leggette, we provide comprehensive client support services and technologies to ensure your plan runs smoothly.