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
In addition, Legend's MVP managed account provides access to a selected subset of 77 mutual funds from 22 investment managers.2
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:
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.