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…)
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 retirement plans.
The firm’s commitment is to help clients prudently manage their fiduciary responsibilities and provide investment monitoring and cost control measures. This process is strengthened through Legacy 401k Partners’ development of customized plan designs, vendor management, employee education programs and ongoing plan reviews.
Mr. Stuhr has focused his career on supporting corporate retirement plans, and has been named one of the top 40 advisors under the age of 40 and attained the Accredited Investment Fiduciary® (AIF®) designation.
In recognition of his expertise and efforts, Mr. Stuhr was nominated for a seat on the Retirement Advisor Council in October 2016. The Nomination Committee recommended his application for Council membership after a comprehensive review process that took multiple factors into consideration including his extensive industry experience and his standing as a leading retirement plan expert. The Executive Board of the Council approved Mr. Stuhr’s nomination in November of 2016.
“As partner/founder of a firm that is 100% committed to corporate retirement plans, it is exciting to be a member of a Council that shares our beliefs. I believe my membership on the Council will enable me and my firm to deliver better service, products, and advice to our clients. To say this is an exciting opportunity is an understatement,” said Mr. Stuhr.
The Retirement Advisor Council is a national organization that advocates for successful qualified plan and participant retirement outcomes through the collaborative efforts of experienced, qualified retirement plan advisors, investment managers and defined contribution plan service providers. To advance its mission, the Council undertakes initiatives in the areas of research, public relations and promotion, general public education, regulatory positions and practice management. The Council accomplishes this mission by:
- Identifying duties, responsibilities, and attributes of the Professional Retirement Plan Advisor.
- Sharing professional standards with plan sponsors who are responsible for the success of their plans.
- Providing collective thought capital to decision makers, product providers, legislators and the public.
- Giving voice to the retirement plan advisor community
- Offering tools to evaluate advisors to ensure the quality of services provided.
Learn more about Legacy 401k Partners at www.legacy401k.com
Learn more about the Retirement Advisor Council at www.retirementadvisor.us
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 Day is a call to action. It is an opportunity to take a step toward your financial goals. Don’t wait another day to ensure that your Legacy is protected. There’s no time like the present!
Legacy Day 2016 – For Sponsor
Legacy 401k Partners to Register as RIA By Rebecca Moore EDITORS@PLANSPONSOR.COM | August 11, 2015
“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.
Legacy 401k acts as a fiduciary adviser for retirement plans and works to reduce the fiduciary exposure of plan sponsors through quarterly investment and plan reviews, employee education, and plan provision customization. Legacy 401k will agree in writing to act as a named fiduciary on the plan.
“By being able to register directly, Legacy 401k is able to provide our clients with the highest level of service, while now controlling all aspects of our business,” says Patrick Stuhr, partner and founder of Legacy 401k Partners. “We are excited about this news and look at this as a major victory for our firm and our clients.”
More information about the company is at www.legacy401k.com.
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 Advisor (“RIA”). For the last 5 years, Legacy 401k Partners had been registered through a third-party RIA. “By being able to register directly, Legacy 401k is able to provide our clients with the highest level of service, while now controlling all aspects of our business.” says Patrick Stuhr, Partner and Founder of Legacy 401k Partners. “We are excited about this news and look at this as a major victory for our firm and our clients.”
Legacy 401k is an independent advisory firm that focuses exclusively on corporate retirement plans and offering fiduciary services. “Being unique in this market gives us a strong advantage in the 401k advisory industry. Unlike many other advisors in this space, we are not going to try to come in and sell you insurance, or get the individual business from your employees. We are laser-focused on ensuring that your company’s retirement plan is customized to your plan and participant needs.” says Brad Grist, a Partner at Legacy 401k.
Legacy 401k acts as a fiduciary advisor on the retirement plan and works to reduce the fiduciary exposure of the plan sponsor through quarterly investment and plan reviews, employee education, and plan provision customization. Unlike many plan advisors who are unwilling or unable to act as a fiduciary on the plan, Legacy 401k will agree in writing to act as a named fiduciary on the plan. Mr. Stuhr says, “With over 24 years of retirement industry experience, we have great faith in our process. We are 100% committed to the 401k industry and ensuring businesses, organizations, and employees are getting the retirement plan they deserve.”
About Legacy 401k Partners, LLC
Legacy 401k Partners, LLC is an independently registered RIA firm based in Dallas/Fort Worth, TX. The principals of the firm possess over 24 years of retirement industry experience.
Patrick Stuhr, Partner Brad Grist, Partner
Legacy 401k Partners, LLC Legacy 401k Partners, LLC
Phone: 817.729.6410 Phone: 214.998.3556