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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 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 source.

But an effective retirement plan must reflect the individual needs of the investor. To this end, The Legend Group offers flexible retirement programs that allow our professional Retirement Advisors to create 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

All 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

The Legend Group, 4600 East Park Drive, Suite 300, Palm Beach Gardens, Florida 33410
Phone: (561) 694-0110  Facsimile: (561) 626-6465 Email: mailbox@legendgroup.com
Investment Advisory Services offered through Legend Advisory Corporation, a registered investment advisor.
Securities offered through Legend Equities Corporation, Member FINRA and SIPC.
Before investing in a mutual fund, consider its investment objectives, risks, charges and expenses carefully. The prospectus, which contains this and other information about the mutual fund, can be obtained by contacting Legend Equities Corporation. Please read the prospectus carefully before you invest or send money.
webmaster@legendgroup.com.
Copyright © 2003 The Legend Group. All rights reserved.
Revised: 08/02/07