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.napa-net.org
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.