The Legend Group pioneered the use of worksite marketing, a strategy that enables Legend Retirement Advisors to meet with employees on the premises and provide comprehensive retirement planning services at the employees' convenience. This arrangement has proven to be effective in increasing plan participation levels as well as participant satisfaction.

Education is a key component of Legend's investment planning process. In addition to individual consultations, Legend Retirement Advisors can offer our exclusive Educational Advisory Service. This program, offered without cost or obligation, enables employers to provide financial workshops, seminars and educational materials designed to educate employees on a variety of investment planning issues.