Legacy 401k Partners Hires Cesar Tovar as Director of Business Development

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, he brings over 11 years of industry experience to Legacy 401k.

“We are excited to have Cesar join the Legacy 401k Partners team,” said Brad Grist, CCO / Partner.  “His prior experience and client-focused mindset made him an ideal candidate for our growing firm.”

Mr. Tovar obtained the Certified Plan Fiduciary Advisor (CPFA®) certification during his time at Ascendus Financial. This esteemed credential – developed by some of the nation’s leading advisors and retirement plan experts – showcases the individual’s proficiency, knowledge, and dedication in the realm of retirement plans. 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.


About Legacy 401k Partners, LLC

Legacy 401k Partners, LLC (L4P) is an independent retirement plan advisory firm that is dedicated to providing reliable and service-oriented solutions. With a focus exclusively on corporate retirement plans, L4P stands out from other advisors in the industry. L4P has been consistently acknowledged for its excellence, having been recognized as a Top DC Advisor Team by the National Association of Plan Advisors (NAPA) for three consecutive years.

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LEGACY 401K PARTNERS NAMED A TOP PLAN ADVISOR TEAM

LEGACY 401K PARTNERS NAMED A TOP PLAN ADVISOR TEAM

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 highlights the nation’s leading retirement plan advisor firms. Sure, we know it’s not just about the numbers – but the reality is that NAPA members are having a huge impact every single day, not just on the quality of retirement plan advice, but also in building a more financially secure retirement for millions of Americans. Unlike other lists, this focuses on teams, broadly defined as being in a single physical location, and having at least $100 million in DC assets under advisement.

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We are honored to be recognized by NAPA as one of the Top DC Advisor Teams in the country. Our focus has been and continues to be solely on corporate retirement plans. This is what we do all day, every day. This recognition does not indicate that we have “arrived” and can rest on our laurels. Instead, these accolades drive us to refine our processes to ensure we provide clients with the highest level of service.


ABOUT LEGACY 401k PARTNERS, LLC

Legacy 401k Partners is an industry-leading consulting firm that provides fiduciary advice, counsel, and investment analysis to Boards of Directors, Trustees, Investment Committees, and other Investment Fiduciaries.  For more information on Legacy 401k Partners, you can visit our website (legacy401k.com).

ABOUT NATIONAL ASSOCIATION OF PLAN ADVISORS

The National Association of Plan Advisors, an affiliate organization of the American Retirement Association, is a professional society uniquely committed to seven core principles of advisors serving employer-sponsored retirement plans: (1) The retirement industry is in transition and NAPA is a leader for positive change: (2) NAPA?s core purpose is to enhance retirement security in America; (3) NAPA members focus on providing high quality, professional advice to retirement plans and/or their participants; (4) NAPA members are committed to leading the transition to a more transparent, effective, professionally governed retirement system; (5) NAPA members may serve as either fiduciaries or non-fiduciaries, but are committed to clearly disclosing their fiduciary or non-fiduciary status to their ERISA retirement plan clients: (6) NAPA members pledge to comply with all requirements relating to retirement plans that are or will be required by the SEC, DOL, or any other governing agencies; and (7) NAPA members pledge to maintain ethical standards in their representation of plan sponsor and participant clients and will strive to service them under a process that puts their clients? interests first. More information on NAPA can be found at www.napa-net.org/about-us.

BRAD GRIST IS SELECTED AS TOP RETIREMENT PLAN ADVISOR UNDER 40

BRAD GRIST IS SELECTED AS TOP RETIREMENT PLAN ADVISOR UNDER 40

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.

Established in 2014, the list is drawn from nominations (nearly 700 this year) provided by NAPA Broker-Dealer/RIA Firm Partners and vetted by a blue ribbon panel of senior advisor industry experts based on a combination of quantitative and qualitative data submitted by the nominees, as well as a broker-check review.?


Note that this accolade?officially the NAPA Top Retirement Plan Advisors Under 40, but what we have long nicknamed our ?Young Guns??we last year rebranded as ?Aces.?


One of the first of NAPA?s standard-setting industry lists, many of the individuals who have been recognized here have gone on to become the very industry leaders this recognition was designed to help identify.

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Brad Grist has been a Partner at Legacy 401k Partners, LLC since 2015.  In this capacity, Brad works as a retirement plan advisor, helping employers throughout the country better understand and address their fiduciary responsibilities. Brad and Legacy assist their clients with plan design, implementation, employee education, and investment monitoring of their retirement plans.  Unlike many other advisors, Legacy focuses 100% of their time in the retirement plan space.


ABOUT LEGACY 401k PARTNERS, LLC

Legacy 401k Partners is an industry-leading consulting firm that provides fiduciary advice, counsel, and investment analysis to Boards of Directors, Trustees, Investment Committees, and other Investment Fiduciaries.  For more information on Legacy 401k Partners, you can visit our website (legacy401k.com).

ABOUT NATIONAL ASSOCIATION OF PLAN ADVISORS

The National Association of Plan Advisors, an affiliate organization of the American Retirement Association, is a professional society uniquely committed to seven core principles of advisors serving employer-sponsored retirement plans: (1) The retirement industry is in transition and NAPA is a leader for positive change: (2) NAPA?s core purpose is to enhance retirement security in America; (3) NAPA members focus on providing high quality, professional advice to retirement plans and/or their participants; (4) NAPA members are committed to leading the transition to a more transparent, effective, professionally governed retirement system; (5) NAPA members may serve as either fiduciaries or non-fiduciaries, but are committed to clearly disclosing their fiduciary or non-fiduciary status to their ERISA retirement plan clients: (6) NAPA members pledge to comply with all requirements relating to retirement plans that are or will be required by the SEC, DOL, or any other governing agencies; and (7) NAPA members pledge to maintain ethical standards in their representation of plan sponsor and participant clients and will strive to service them under a process that puts their clients? interests first. More information on NAPA can be found at www.napa-net.org/about-us.

BRAD GRIST EARNS CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA) DESIGNATION

BRAD GRIST EARNS CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA) DESIGNATION

Brad Grist Earns Certified Plan Fiduciary (CPFA) Designation
Designation awarded after formal training and exam

Dallas, TX ? September 4, 2020 ? Brad Grist, of Legacy 401k Partners, a leading retirement plan advisory firm, has successfully passed the examination to receive the Certified Plan Fiduciary Advisor (CPFA) designation from the National Association of Plan Advisors (NAPA), part of the American Retirement Association.

Plan advisors who earn their CPFA demonstrate the specialized knowledge required to act as a plan fiduciary or to help plan fiduciaries manage their roles and responsibilities. The Certified Plan Fiduciary Advisor (CPFA) credential – developed by some of the nation’s leading advisors and retirement plan experts – demonstrates knowledge, expertise, and commitment to working with retirement plans.

This designation is among the most recognized in the industry and focuses on building a sound fiduciary process. Certified Plan Fiduciary Advisor (CPFA). By earning the CPFA, one can “demonstrate the expertise required to act as a plan fiduciary or help plan fiduciaries manage their roles and responsibilities.”

Brad Grist has been a Partner at Legacy 401k Partners, LLC since 2015.  In this capacity, Brad works as a retirement plan advisor, helping employers throughout the country better understand and address their fiduciary responsibilities. Brad and Legacy assist their clients with plan design, implementation, employee education, and investment monitoring of their retirement plans.  Unlike many other advisors, Legacy focuses 100% of their time in the retirement plan space.


ABOUT LEGACY 401k PARTNERS, LLC

Legacy 401k Partners is an industry-leading consulting firm that provides fiduciary advice, counsel, and investment analysis to Boards of Directors, Trustees, Investment Committees, and other Investment Fiduciaries.  For more information on Legacy 401k Partners, you can visit our website (legacy401k.com).

ABOUT NATIONAL ASSOCIATION OF PLAN ADVISORS

The National Association of Plan Advisors, an affiliate organization of the American Retirement Association, is a professional society uniquely committed to seven core principles of advisors serving employer-sponsored retirement plans: (1) The retirement industry is in transition and NAPA is a leader for positive change: (2) NAPA’s core purpose is to enhance retirement security in America; (3) NAPA members focus on providing high quality, professional advice to retirement plans and/or their participants; (4) NAPA members are committed to leading the transition to a more transparent, effective, professionally governed retirement system; (5) NAPA members may serve as either fiduciaries or non-fiduciaries, but are committed to clearly disclosing their fiduciary or non-fiduciary status to their ERISA retirement plan clients: (6) NAPA members pledge to comply with all requirements relating to retirement plans that are or will be required by the SEC, DOL, or any other governing agencies; and (7) NAPA members pledge to maintain ethical standards in their representation of plan sponsor and participant clients and will strive to service them under a process that puts their clients’ interests first. More information on NAPA can be found at www.napa-net.org/about-us.

Brad Grist Earns Accredited Investment Fiduciary? (AIF?) Designation

Brad Grist Earns Accredited Investment Fiduciary? (AIF?) Designation

Brad Grist Earns Accredited Investment Fiduciary? (AIF? ) Designation
Designation awarded after formal training and exam

 

Dallas, TX ? June 27, 2018 ? Brad Grist of Legacy 401k Partners, a leading retirement plan advisory firm, has earned the Accredited Investment Fiduciary??(AIF?) Designation from the Center for Fiduciary Studies? , the standards-setting body for Fi360. The AIF??Designation signifies specialized knowledge of fiduciary responsibility and the ability to implement policies and procedures that meet a defined standard of care. The Designation is the culmination of a rigorous training program, which includes a comprehensive, closed-book final examination under the supervision of a proctor, and agreement to abide by the Code of Ethics.? On an ongoing basis, Designees are required to complete continuing education to maintain the AIF? Designation.

Brad Grist has been a Partner at Legacy 401k Partners, LLC (?Legacy?) since 2015. ?In this capacity, Brad works as a retirement plan advisor, helping employers throughout the country better understand and address their fiduciary responsibilities. Brad and Legacy assist their clients with plan design, implementation, employee education, and investment monitoring of their retirement plans.? Unlike many other advisors, Legacy focuses 100% of their time in the retirement plan space.

Fi360 is the first full-time training and research facility for fiduciaries, and conducts training programs at universities throughout the United States and abroad. The Center for Fiduciary Studies confers the AIF??Designation. AIF??Designees are the recognized professionals trained to perform fiduciary duties in the best interest of their clients.


ABOUT LEGACY 401k PARTNERS, LLC

Legacy 401k Partners is an industry leading consulting firm that provides fiduciary advice, counsel, and investment analysis to Boards of Directors, Trustees, Investment Committees, and other Investment Fiduciaries.? For more information on Legacy 401k Partners, you can visit our website (legacy401k.com). (more…)