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.

OUR MISSION


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:

Patrick Stuhr


Partner / Founder

Beginning in 1999, Mr. Stuhr has focused his career on supporting corporate retirement plans. Having been named a Top Retirement Plan Advisor Under 40 by the National Association of Plan Advisors and attaining the Accredited Investment Fiduciary (AIF) designation, Patrick’s resume as a dedicated retirement plan advisor speaks for itself.  In January 2017, Patrick was asked to join the Retirement Advisor Council, a select group of less than 100 financial advisors who focus exclusively on the corporate retirement plan space. Patrick frequently speaks at conferences and employee seminars on a variety of topics related to the Retirement Plan Industry.

    Brad Grist, AIF®, CPFA®


    Partner / CCO

    After beginning in the individual wealth management space, Mr. Grist transitioned to the corporate and non-profit retirement plan arena in 2008. Since that time, he has earned the Accredited Investment Fiduciary (AIF) designation, the Tax Exempt and Governmental Plan Consultant (TGPC) designation, and became a partner with Legacy 401k Partners in April 2015. In January 2020, Brad was invited to join the Retirement Advisor Council, a select group of less than 100 financial advisors nationwide who serve the corporate retirement plan space. In September 2020, Brad earned the Certified Plan Fiduciary (CPFA) designation and in December 2020, was selected as one of the Top Retirement Plan Advisors Under 40 by the National Association of Plan Advisors.

    CESAR TOVAR, CPFA®


    DIRECTOR – BUSINESS DEVELOPMENT

    Mr. Tovar joined Legacy 401k Partners in 2023 as the Director of Business development. Before being hired by Legacy, Mr. Tovar worked as a Wealth Planner with Ascendus Financial and a Retirement Specialist at Paychex. In this new role, he brings over a decade of industry experience to Legacy 401k.  Mr. Tovar obtained the Certified Plan Fiduciary Advisor (CPFA) certification in 2023. This credential showcases the individual’s proficiency, knowledge, and dedication in the retirement plan arena. CPFA holders possess the necessary expertise to fulfill the role of a plan fiduciary or assist plan fiduciaries in effectively carrying out their duties and obligations.

    Request a fiduciary audit to determine where potential liabilities may be hiding inside your retirement plan.

    HOW WE WORK


    WHO WE ARE

    What separates Legacy 401k Partners from other advisors and consultants in the industry?  Learn more about L4P and our fiduciary processes.

    WHAT WE DO

    Learn about our process and how we can make your job easier.

    WHAT IS A FIDUCIARY?

    What is a fiduciary and who is a fiduciary for your retirement plan?  There is a lot of confusion surrounding the term “fiduciary” and how it relates to your retirement plans.

    Client Satisfaction

    Legacy 401k Partners is committed to providing the highest level of service to our clients.
     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

    LEGACY 401k PARTNERS SPECIALIZES IN ADVISING AND MANAGING CORPORATE RETIREMENT PLANS. Our commitment is to help our clients prudently manage their fiduciary responsibilities and provide investment monitoring and cost control measures. This process is strengthened through the development of a customized employee education program and ongoing plan reviews. The partnership between Legacy and the representatives from your company is crucial to the ongoing success of your retirement plan.

    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

    Legacy 401k Partners is an independent fiduciary advisor. We will agree – in writing – to act as a fiduciary on your plan, thereby reducing the conflicts of interest inherent with most traditional financial advisors. Doesn’t your plan deserve someone looking out for the best interest of you and your employees?

    If your plan does not have an advisor who will act as a fiduciary, who is that person?

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    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.*

    * Source : J.P. Morgan Plan Sponsor Research 2017

    Our Partners


    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:

    Fidelity Logo
    Empowe Logo
    Vanguard Logo
    Nationwide Logo
    American Funds Logo
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    IN THE NEWS


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