Qualified Retirement Plans

"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®). 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 approved to provide investment fiduciary services to plan sponsors through the Retirement Plan Consulting Program (RPCP), a comprehensive program tailored to retirement plans. He can also provide plan sponsors and plan participants access to a robust suite of participant education materials through Worksite Financial Solutions.