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Benchmarking: More Than Just a Fiduciary Foundation

Brendan P. Speers, AIF®, CPFA | April 5, 2021


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 newsletter features:

  • The importance of benchmarking a retirement plan’s fees and expenses – and how it goes beyond fulfilling a fiduciary responsibility
  • A basic introduction of nonqualified plans, including how they differ from traditional qualified plans
  • Research that highlights the commitment of employers to financial well-being

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. 


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

Legacy Planning Retirement Plan Services 


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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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