The Internal Revenue Service and the U.S. Treasury Department have issued the Final Regulations for §403(b) Tax Sheltered Annuity Contracts <more>
TURNKEY RETIREMENT PROGRAMS
The Legend Group offers complete, turnkey retirement
programs that can enable organizations to provide a valuable benefit, one that can help build
loyalty and attract new employees. Employers working with The Legend Group can offer a
wide variety of investment options, professional investment management and a wealth of
investment planning expertise, all through a single relationship.
But an effective retirement plan should reflect the
individual needs of the investor. To this end, The Legend Group offers flexible retirement
programs that allow our professional Financial Advisors to assist clients in creating a customized strategy
for each plan participant.
Legend’s corporate retirement programs are available
for the following types of plans:
- §403(b) TSA plans
- ERISA §403(b) plans
- Roth §403(b) Accounts
- §457 deferred compensation plans
- Profit sharing plans
- Money purchase plans
- §401(k)
- SEP IRA
- SIMPLE IRA
Legend programs include:
- Prototype or customized plan documents
- Complete administration and recordkeeping
- Online access to
employer bills
- A wide range of investment options
- Professional investment management services
- Enrollment meetings
- Sales and marketing support
- MAC calculations for §403(b) plans
