WHO WE ARE
DISCOVER WHAT SETS US APART
At Legacy 401k Partners, we are guided by the core principles of reliability and service to our clients. Our commitment to excellence and a laser focus on corporate retirement plans are what distinguishes us from other advisors in the industry. We offer a level of expertise that few can match. We would love the opportunity to be your fiduciary partner in navigating the complexities of the retirement plan industry.
LEGACY 401K PARTNERS SPECIALIZES IN CORPORATE RETIREMENT PLANS. OUR COMMITMENT IS TO HELP PROTECT OUR CLIENTS AND ENSURE THEY ARE PROVIDING THE BEST RETIREMENT PLAN FOR THEIR EMPLOYEES AND THEIR COMPANY.
Meet our Executive Team
There are many people who help to make Legacy 401k Partners a leader in the corporate retirement plan space. Get to know our Executive Team:
Partner / Founder
Brad Grist, AIF®, CPFA®
Partner / CCO
CESAR TOVAR, CPFA®
DIRECTOR – BUSINESS DEVELOPMENT
Request a fiduciary audit to determine where potential liabilities may be hiding inside your retirement plan.
HOW WE WORK
– Over 96% client retention rate
– Over 50% of clients come via referral
WHAT WE DO
Learn about our process and how we can make your job easier.
Legacy 401k Partners Specializes in Advising and Managing Corporate Retirement Plans
Here are just a few of the services that we provide to our clients:
– 401k PLAN CONSULTING
– 403b PLAN CONSULTING
– FIDUCIARY SERVICES
– INVESTMENT MANAGEMENT
– EMPLOYEE EDUCATION
– SERVICE PROVIDER OVERSIGHT
– EXECUTIVE COMP. STRUCTURING
– COST CONTROL RECOMMENDATIONS
– CASH BALANCE PLANS
– QDIA SELECTION
If your plan does not have an advisor who will act as a fiduciary, who is that person?
WHO IS A FIDUCIARY?
57% of survey respondents who knew that they were a fiduciary on their plan.*
ACTUALLY WERE A FIDUCIARY
100% of survey respondents who actually were a fiduciary.*
WHO UTILIZES AN ADVISOR FOR THEIR PLAN?
78% of survey respondents who utilized a consultant/advisor for their retirement plan.*
SUPPORT FROM AN ADVISOR
27% of survey respondents who said that their advisor/consultant proactively suggests new ideas & shares best practices to evolve plan.*
As a truly independent advisor, we are able to work with all of the major 401k plan providers. Here are some of the recordkeepers that we work with:
IN THE NEWS
Grapevine, TX. Legacy 401k Partners, LLC, an independent retirement plan advisory firm, hires Cesar Tovar, CPFA® as the Director of Business Development. Mr. Tovar was a Wealth Planner with Ascendus Financial and a Retirement Specialist at Paychex. In this new role,...
Today, Legacy 401k Partners was named a Top DC Advisor Team by the National Association of Plan Advisors (NAPA). Each year, NAPA releases a list of top advisor teams working in the Defined Contribution retirement plan space. The NAPA Top DC Advisor Team list...
Today, Brad Grist was selected as a Top Retirement Plan Advisor Under 40 by the National Association of Plan Advisors (NAPA) for 2021. We join NAPA in congratulating Brad and all of the winners for this year’s award. Brad joins Patrick Stuhr (2014) in being recognized for this prestigious industry award.