With The Legend Group, §403(b) plan participants can select and hold investments from multiple mutual fund families in one account. In addition, Legend offers fixed and variable annuity options. This means you can build your portfolio with a selection of nationally recognized mutual funds and/or annuities, all offered through a single investment provider—The Legend Group. What’s more, your employer only has to set-up and maintain one investment provider agreement.

Legend provides access to the following mutual fund families:1

For over 40 years, The Legend Group has been helping employees of schools, hospitals, and other not-for-profit organizations prepare for the future. We believe our success is the result of a continuing commitment to provide a comprehensive selection of products and services including:

• Tax-deferred & tax – advantaged investment programs, inc. Roth §403(b)/IRA
• Dynamic Asset Management – Legend's Strategic Asset Management (SAM)® service is a professional investment management program designed to help investors allocate their assets according to a disciplined investment methodology. These actively managed programs seek to maximize returns while attempting to reduce risk.
• Financial Counseling – Your Legend Advisor can provide you with an analysis of your financial goals and guidance regarding various investment options.
• College Savings Plans
• Maximum Annual Contribution Calculations for §403(b) Accounts
• Life, Disability, Dental and Custom Insurance Programs
• W-4 consultations – including a pay check analysis³
• Pension Maximization Strategies
• Loan Options Review4

Before investing in a mutual fund or variable annuity, consider its investment objectives, risks, charges and expenses carefully. The prospectus, which contains this and other information about the mutual fund or variable annuity, can be obtained by contacting Legend Equities Corporation. Please read the prospectus carefully before you invest or send money.