The Legend Group is fully prepared to help you provide the wide choice of investment options that your employees have enjoyed in the past.
There is no need to eliminate vendors. Legend offers its unique custodial §403(b) account that allows a participant to invest in multiple fund families within one custodial account. We can also offer fund groups that continue to maintain custodial accounts and any independent fixed and variable annuities. In addition, Legend offers Roth §403(b) options, a custodial §457 plan, and after-tax options such as disability insurance, long-term care insurance and §529 college savings plans.

One of the more pressing issues to be addressed is the allocation of plan responsibilities and administrative functions to facilitate the recordkeeping and compliance requirements mandated by the finalized regs. This will necessitate the sharing of data among vendors and, ultimately, the party appointed to ensure your compliance (i.e. the "gatekeeper").

For over 45 years, The Legend Group has been administering §403(b) plans and we will continue to do everything possible to ensure that you and your employees receive the excellent service you have come to expect.

Contact , at The Legend Group or (561) 694-0110 with any questions or concerns.