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).
Fi360 offers training, tools and resources to promote a culture of fiduciary responsibility and improve the decision making processes of investment fiduciaries – individuals who manage money for others. Fi360 provides investment education and training programs, and develops sophisticated Web-based tools and reporting include the innovative fi360 Fiduciary Score® and the Family Fund Fiduciary Rankings™ for trustees and investment professionals. The Center for Fiduciary Studies confers the Accredited Investment Fiduciary® (AIF®) and Accredited Investment Fiduciary Analyst™ (AIFA®) professional Designations. For more information on future fi360 events, training programs and fiduciary products, visit www.fi360.com.