WHO WE ARE
Learn what distinguishes Legacy 401k Partners from other retirement plan advisors
LEGACY 401K PARTNERS WAS FOUNDED ON THE PRINCIPLES OF BEING A RELIABLE, SERVICE-ORIENTED COMPANY. WE DISTINGUISH OURSELVES FROM OTHER ADVISORS BY FOCUSING EXCLUSIVELY ON CORPORATE RETIREMENT PLANS. FEW OTHER ADVISORS IN OUR INDUSTRY CAN SAY THAT.
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, AIF®
Partner / Founder
Brad Grist, AIF®,CPFA
Request a fiduciary audit to determine where potential liabilities may be hiding inside your retirement plan.
HOW WE WORK
WHO WE ARE
WHAT IS A FIDUCIARY?
– 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
LEGACY DAY ? FRIDAY, APRIL 1ST
When is the last time that you thought about your ?Legacy?? Have you been contributing enough to your retirement accounts to be able to retire comfortably? Will there be anything left for your family or loved ones after you are gone? If the answer is ?no?, fear not....
LEGACY 401K COVERAGE BY PLANADVISER
“By being able to register directly, Legacy 401k is able to provide our clients with the highest level of service,” says Patrick Stuhr.
Legacy 401k Partners, LLC has received approval from the State of Texas to register directly as an independent registered investment adviser (RIA).
For the last five years, Legacy 401k Partners had been registered through a third-party RIA. The independent advisory firm focuses exclusively on corporate retirement plans and offering fiduciary services.
PRESS RELEASE: LEGACY 401K PARTNERS ? RIA REGISTRATION
LEGACY 401K PARTNERS RECEIVES APPROVAL TO REGISTER AS RIA Dallas/Fort Worth, TX ? August 10, 2015?? Legacy 401k Partners, LLC (?Legacy 401k?) has received approval from the State of Texas to register directly as their own independent Registered Investment...