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Legacy Capital Wealth Management Qualified Plan Services

"Striving to fulfill the highest professional and ethical standards by consistently acting in our client’s best interest."

David Boniface has been providing qualified plan investment and consulting services to small and medium sized corporations for more than 15 years.

Whether you are in need of an uncomplicated small business retirement plan such as a Simplified Employer Pension Plan, Simple IRA or Individual 401(k); or are in need of a more sophisticated qualified retirement plan such as a 401(k), Profit Sharing or Defined Benefit Plan Legacy Capital can help.

David Boniface is an Accredited Investment Fiduciary® Designee (AIF®) as well as a Professional Plan Consultant® Designee (PPC®). He has the knowledge and experience to assist you with the rapidly changing regulatory environment associated with this complicated market.

At Legacy Capital we believe the primary purpose of a Qualified Retirement Plan is to provide an opportunity for your employees to save and plan for retirement. We believe that optimal plan design and participant education are the primary drivers required for a successful plan. David Boniface is a member of LPL Financial Retirement Planning Consultant Group giving him access to one of the most comprehensive and innovative retirement plan consultant organizations in the United States. The cornerstone of RPCG is its Worksite Financial Solutions Program. Worksite Financial Solutions is a comprehensive program that contains tools and assistance to help participants with education and advice. It also provides a compliant and efficient tool to help plan trustees and administrators assist terminated employees with transitioning their assets after termination, as well as a path to assist current participants to consolidate previous qualified balances into their current plan.

For more information on Worksite please click one of the links below.

Employee Education Catalog
Employee Education
Employee Advice
Employee Engagement Solutions
Employee Transition