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 have exited the §403(b) market.

For over 45 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 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) Financial Advisors.