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.

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, AIF®

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

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.

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

Contact us

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?

%

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
ADP Logo

IN THE NEWS

LEGACY DAY ? FRIDAY, APRIL 1ST

LEGACY DAY ? FRIDAY, APRIL 1ST

by | Apr 1, 2016 | 0 Comments

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....

read more
LEGACY 401K COVERAGE BY PLANADVISER

LEGACY 401K COVERAGE BY PLANADVISER

by | Aug 11, 2015 | 0 Comments

“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.

read more

Send Us a message

w

Email Us Here

info@legacy401k.com

Call Us Now

817.729.6410