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®,TGPC
Request a fiduciary audit to determine where potential liabilities may be hiding inside your retirement plan.
HOW WE WORK
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
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
Brad Grist of Legacy 401k Partners has earned the Accredited Investment Fiduciary® (AIF®) designation from the Center for Fiduciary Studies, the standards-seting body for Fi360. AIF® Designees are the recognized professionals trained to perform fiduciary duties in the best interest of their clients.read more
Patrick Stuhr, AIF®, has joined the Retirement Advisor Council effective January 1, 2017 East Granby, CT – As Partner/Founder of Legacy 401k Partners (Dallas/Fort Worth), Patrick Stuhr leads an organization that specializes in advising and managing corporate...read more
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