Intelligent solutions for today’s investors

Photo for Retirement Plans

One provider, thousands of options... Legend offers a selection of retirement plan accounts and provides the guidance to help you choose one that reflects your specific needs and goals.

Investors may choose and hold mutual funds from multiple fund families in a single account, enabling you to design a diversified portfolio catered to you. A selection of fixed and variable annuities are also available. Some Legend accounts also offer a Periodic Rebalancing Option (PRO). With PRO, you can specify how assets are to be allocated among the mutual funds within your portfolio and choose to have your portfolio automatically rebalanced at predetermined intervals. 

View List of Mutual Funds

Contact a Legend Group Financial Professional to find out which retirement account type aligns with your goals.

Employer-Sponsored Plans:

If you are an employee, these plans may be available to you:

Individual Plans:

These are available to investors, regardless of your employment status:

Small Businesses and Corporations:

If you own or work for a small business, these plans may be available to you:

Interested in finding out more?

It's easy! Contact a Legend Group Financial Professional today.