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.