Plan Administration
The Legend Group/ADSERV, Legend's administrative arm, provides prototype plan documents,
common remitter services, plan administration, recordkeeping and reporting for most qualified plans.
The Legend Group/ADSERV’s technological capabilities serve to simplify the implementation and maintenance of retirement plans,
to assist employers in providing their employees with this valuable benefit.
- The Legend Group/ADSERV’s administrative services are fully automated and electronically linked with many nationally recognized mutual fund and insurance companies, enabling us to offer a wide range of investment choices.
- The Legend Group/ADSERV’s common remitter services allow for multiple investment choices with one-check billing. Our integrated billing and reconciliation systems provide for various payroll reduction and deduction options as well.
- The Legend Group/ADSERV’s automated loan administration and distribution processing services enable retirement plan participants to access their funds when necessary, if the employer’s plan permits.
For more information about The Legend Group/ADSERV's administrative capabilities and compliance expertise, talk to a Legend Group financial advisor.