Employer-Sponsored Plans

Develop Strong Retirement Benefits

The steps you take as an employer to develop retirement benefits that fit your company's needs, as well as those of your employees, can go a long way in hiring and retaining good people. Additionally, implementing these plans can also provide tax incentives for employers. Legacy Wealth Planning can help you with your employer retirement plans in several ways...

Selecting the right plan:

  • 401(k) Plans

  • Simplified Employee Pensions (SEPs)

  • Profit-Sharing

  • Employee Stock Ownership Plans

Understanding where you’re at:

  • Implementing your first employer plan

  • Switching plan providers that you are not happy with

  • You’ve grown out of the benefits you’re currently providing

Educating your employees

Offering retirement benefits packages isn’t enough. Your employees need to be educated about their options and how to utilize them to pursue their retirement goals. We help you develop informational and educational products designed to assist your workers in creating investment plans that enable them to make smart retirement benefits decisions.

LPL Tracking #708876-1

Customizing Your 401(k)

Our goal at Legacy Wealth Planning is to personalize your finances based on your goals, vision, and values…and that includes 401(k) plans.

We go the extra mile to help you customize your 401(k) enrollment options and support you with participant education. Watch this video, or check out the others on a variety of investing topics.

Staying Compliant with Nevada State Bill 305 (NEST)

As of July 1, 2025, business owners with more than five employees and who have been in business for more than 3 years are required to provide a retirement plan option to their employees or enroll in Nevada Employee Trust Savings Program (NEST).

In order to avoid the penalties for not meeting this requirement, setting up a meeting with our team to discuss the options for your business can help!

Contact Us

To schedule a time to sit down with one of our advisors, contact us at (775) 850-2500. Legacy Wealth Planning serves all of Northern Nevada, including: Reno, Sparks, Carson City, Lake Tahoe and the surrounding areas.