Is your broker/dealer prepared to support your §403(b) business?

Have you considered how your business may be affected by the repeal of 90-24 transfers? Going forward, "exchanges" are allowed only to approved vendors who agree to provide the required information for compliance and recordkeeping purposes. Many of the currently approved vendors may not be able to communicate electronically as will be necessary.

For over 40 years, The Legend Group has been providing the support needed by advisors that work in the §403(b) marketplace. We have refined the technological capabilities to accomplish all of the administrative tasks mandated by the Final §403(b) Regulations. In addition, Legend offers a unique, self-directed custodial §403(b)(7) account, allowing a participant to invest in multiple fund families within one custodial account.

Learn more about Legend's solutions for §403(b) Retirement Advisors.