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 INVITED TO JOIN RETIREMENT ADVISOR COUNCIL

BRAD GRIST INVITED TO JOIN RETIREMENT ADVISOR COUNCIL

Brad Grist, AIF® Joins the Retirement Advisor Council

Created: Thursday, 26 March 2020 10:40

East Granby, CT – Brad Grist, Partner and Chief Compliance Officer of Legacy 401k Partners has been invited to join the Retirement Advisor Council effective January 1, 2020..

Mr. Grist has been a leader in the retirement industry for nearly 15 years. Inspired by the challenge of things not easily accomplished, Grist set his sights on helping his clients understand their fiduciary responsibilities and help their participants achieve the retirement security they are looking for.

“Our mission is to ensure that each of our clients has the best retirement plan in place to benefit both the company and their employees. We understand that our clients cannot devote 100% of their time and efforts to managing their retirement plan, so that’s why they hire an advisor like Legacy 401k Partners. As an independent Registered Investment Advisor, our sole focus is on retirement plans. We don’t sell insurance or do any individual wealth management. We are laser-focused on the retirement plan industry and our clients seem to appreciate that.” says Mr. Grist.

To learn more about Legacy 401k Partners, visit www.legacy401k.com

About The Retirement Advisor Council

Formed in 2009, 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.

Retirement Advisor Council is a brand of EACH Enterprise, LLC.  Learn more at www.retirementadvisor.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…)

BRAD GRIST INVITED TO JOIN RETIREMENT ADVISOR COUNCIL

PATRICK STUHR SELECTED TO JOIN RETIREMENT ADVISOR COUNCIL

Patrick Stuhr, AIF®, has joined the Retirement Advisor Council effective January 1, 2017

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

LEGACY DAY – FRIDAY, APRIL 1ST

LEGACY DAY – FRIDAY, APRIL 1ST

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 COVERAGE BY PLANADVISER

LEGACY 401K COVERAGE BY PLANADVISER

http://www.planadviser.com/Legacy-401k-Partners-to-Register-as-RIA/

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.