Products & Services

When you work with The Legend Group, you provide your employees with an important benefit—the flexibility to build an investment account that truly reflects their needs. We offer a wide range of investment options from a host of nationally recognized mutual fund families and insurance companies, as well as professional investment management services designed to maximize returns while minimizing risk.

And, Legend’s unique billing system—multiple product payroll slot administration—allows your employees to enjoy a diverse selection of investment choices without increasing your administrative burden.

Additionally, Legends’ administrative arm, Advisory Services Corporation (ADSERV), provides employers with:

• A self-audit checklist that helps to identify potential compliance problems and includes an evaluation worksheet for vendors and product providers.
• Common remitter programs allowing multiple investment options with one check billing.
• Annual on-site reviews with employees and administrative personnel to ensure compliance.
• Guaranteed MAC calculations
• Automated fund transmission and confirmation reporting
• Online access to employer bills
• Over 100 experienced home office professionals providing support and administration
• Ongoing technical assistance and updates on regulatory issues affecting your plan
• Full cooperation and administrative support in the event of an IRS audit