DailyAccess Continues to Expand Services with Latest Acquisition
Leggette Acquisition Extends Retirement and Actuarial Services
August 14, 2009
Mobile, AL — DailyAccess Corporation, a leading national independent provider of innovative, customized retirement plan and employee benefits solutions, announced today the acquisition of Leggette Actuaries, Inc.
Leggette has successfully provided retirement plan recordkeeping, administration, benefits consulting, and actuarial services for more than 36 years. DailyAccess will incorporate all of these services, including defined benefit, non-qualified, and cash balance services, into its existing operations. DailyAccess will maintain Leggette’s current facilities in Dallas, TX.
“Our acquisition of Leggette is one more step in the continued execution of DailyAccess’s strategy to provide client-centric and financial advisor-focused solutions to the marketplace,” said Tommy Thomasson, President and CEO of DailyAccess Corporation. “With the addition of Leggette as our second acquisition this year, our number one priority is to our current clients and financial advisor partners – delivering top quality service that is continually enhanced through innovation and is fueled by our drive to help our clients succeed.”
“This approach to client service is based on our belief that each client is unique,” Thomasson continued. “We deliver customized solutions that are individually crafted and delivered with a consultative, value-added approach that is most appropriate for the financial advisor, the plan sponsor and plan participants.”
“This combination of Leggette’s consultative services and the national DailyAccess solutions platform creates an incredibly powerful retirement and employee benefits firm,” stated Charlie Leggette, Founder and Principal of Leggette Actuaries, Inc. “We are proud to be a part of DailyAccess and know that our current and future clients and financial advisor partners will certainly benefit from the combined resources and expertise that our firm will provide.”
Leggette Actuaries, Inc. is DailyAccess’s second acquisition this year, following the acquisition of FBD Consulting, Inc.’s pension and group benefits businesses in June 2009.
DailyAccess Corporation is a retirement plan and employee benefits services company that provides clients with customized solutions, passionately delivered and powered by technology. DailyAccess helps financial advisors, retirement plan sponsors, and human resources professionals deliver fully integrated benefits services to the employees they serve.
Our solutions-based approach to client service, combined with our highly personalized client focus and coupled with our innovative technology leadership, supports our belief that retirement plans, fiduciary services, employee benefits, and related services are critically important to each of our constituencies. Our leadership in legislative, regulatory, and financial industry affairs adds even more value for our clients.
For more information about DailyAccess and our ASPPA-certified recordkeeping, administration and consulting services, please visit www.dailyaccess.com or call 888-535-4322.