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Employee FAQs

Questions about your benefit?

Here are answers to the questions employees ask most often. Specific benefit features, eligibility, funding, and options vary by employer.

  • Legacy as a Benefit® is a long-term employee benefit framework designed to help employers intentionally invest in the people they believe are critical to their organization's future. Its purpose is to support long-term value, continuity, and employee investment over the course of a career.

  • Your employer believes you're someone they want to invest in for the long term. Legacy as a Benefit® is designed to recognize long-term contribution by helping employees build something meaningful over the course of their careers.

  • In many cases, your employer funds the benefit for you. Depending on your employer's design, there may be optional employee contributions or tax considerations, which will be explained before any decisions are made.

  • Yes. Participation is entirely your choice. Choosing not to participate will not affect your current compensation or employment. This benefit is designed to provide an opportunity—not an obligation.

  • Legacy as a Benefit® is designed around your employer's specific plan. Depending on the design, you may retain ownership of the benefit or have options available after leaving. Those details are explained during enrollment.

  • No. The benefit is designed to be simple from the employee's perspective. Ongoing administration, education, and support are provided so you can focus on your career—not managing the benefit.

  • Legacy as a Benefit® is designed as a long-term employee benefit—not a short-term investment strategy. Your employer selects the framework, and you'll receive education so you understand how your benefit works before making any decisions.

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