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Legacy Retirement Solutions, LLC. Employee Directory

Financial ServicesPennsylvania, United States2-10 Employees

We are a non-producing, fee-for-service third party retirement plan administration company created and controlled by experienced industry professionals.  With over 40 combined years of experience in third party retirement plan administration and consulting, Legacy Retirement Solutions, LLC leverages that experience to provide customized solutions that can satisfy all of your clients’ retirement plan administration and consulting needs.  We are experts at the compliant design, operation and administration of retirement plans.

To improve your client's current Retirement Plan, or to talk about establishing one, please contact us directly at 484-483-1044 ext. 5.

Find Legacy Retirement Solutions, LLC. employees' phone numbers or email addresses

Legacy Retirement Solutions, LLC. Global Highlights

Location
Employees

North America
16

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  • United States Of America
    16

Legacy Retirement Solutions, LLC.'s Leadership

  • Stylized image of a person
    J. E.
    Vice President Sales & Marketing
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. P.
    Vice President - Operations
    Phone icon
    Mobile Phone
  • Stylized image of a person
    S. W.
    President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    D. D.
    President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    D. D.
    President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    E. I. H.
    Account Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. V.
    Senior Retirement Plan Consultant
    Phone icon
    Mobile Phone
  • Stylized image of a person
    B. P.
    Insurance Executive
    Phone icon
    Mobile Phone

Legacy Retirement Solutions, LLC. Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Community & Social Services
  • Sales
  • Accounting
  • Other

Contact profiles from Legacy Retirement Solutions, LLC.

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    S. W.
    President
    Phone icon
    Mobile Phone
    United StatesPennsylvania
    Feb 10, 2026
  • Stylized image of a person
    D. D.
    President
    Phone icon
    Mobile Phone
    United StatesGeorgia
    Feb 18, 2026
  • Stylized image of a person
    D. D.
    President
    Phone icon
    Mobile Phone
    United StatesGeorgia
    Oct 22, 2024
  • Stylized image of a person
    J. E.
    Vice President Sales & Marketing
    Phone icon
    Mobile Phone
    United StatesNew Jersey
    Feb 10, 2026
  • Stylized image of a person
    M. P.
    Vice President - Operations
    Phone icon
    Mobile Phone
    United StatesNew Jersey
    Jan 26, 2026
  • Stylized image of a person
    E. I. H.
    Account Manager
    Phone icon
    Mobile Phone
    United StatesMassachusetts
    Nov 11, 2025
  • Stylized image of a person
    M. V.
    Senior Retirement Plan Consultant
    Phone icon
    Mobile Phone
    United StatesNew Jersey
    Oct 22, 2024
  • Stylized image of a person
    B. P.
    Insurance Executive
    Phone icon
    Mobile Phone
    United StatesTexas
    Oct 22, 2025
  • Stylized image of a person
    W. V.
    Administrative Assistant
    Phone icon
    Mobile Phone
    United StatesOregon
    Jan 27, 2026
  • Stylized image of a person
    B. A.
    Plan Administrator
    Phone icon
    Mobile Phone
    United StatesNew Mexico
    Nov 15, 2025

Frequently Asked Questions

What is Legacy Retirement Solutions, LLC. known for?

Minus sign iconPlus sign iconLegacy Retirement Solutions, LLC. was founded in 2010 operates in the Financial Services industry. The company's main headquarters is located in P/o Box 1215 Brookhaven, Pennsylvania 19015 United States; you can contact the main corporate office by phone at
+1-484-483-****
. Explore Legacy Retirement Solutions, LLC.'s company overview page for more information.

What is Legacy Retirement Solutions, LLC.'s most common email format?

Minus sign iconPlus sign iconLegacy Retirement Solutions, LLC. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Legacy Retirement Solutions, LLC. email formats with LeadIQ.

How many employees does Legacy Retirement Solutions, LLC. have currently?

Minus sign iconPlus sign iconLegacy Retirement Solutions, LLC. has approximately 9 employees as of January 2026. These team members are located across 1 continents, including North America.

Who are Legacy Retirement Solutions, LLC.'s key employees and leadership?

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As of January 2026, Legacy Retirement Solutions, LLC.'s key employees include:

  • Vice President Sales & Marketing: J. E.
  • Vice President - Operations: M. P.
  • President: S. W.
  • President: D. D.
  • President: D. D.

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