Legacy 401k Partners, LLC

Legacy 401k Partners, LLC (L4P) offers consulting services to pension and employee benefit plans, including defined contribution, defined benefit, cash balance, and non-qualified plans. L4P can act as a fiduciary on these plans. L4P primarily recommends mutual funds but may also use fixed income securities, real estate funds, insurance products, equities, ETFs, treasury inflation protected bonds, commodities, non-U.S. securities, and private placements. Client investment strategies are tailored to their individual objectives, and clients can impose restrictions on investments, though L4P reserves the right to end the relationship if restrictions hinder service.