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:
Fixed and variable annuity products from Great American, AIG/VALIC and Symetra are available as well as variable annuity products from Great American and Security Benefit.
For over 45 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 for a mutual fund or the policy prospectus and prospectuses for the underlying investments of a variable annuity, which contain this and other information, can be obtained by contacting Legend Equities Corporation. Please read the prospectus or prospectuses carefully before you invest or send money.
1The PIMCO Funds charge a "mutual fund surcharge" of $10.00 for the purchase and/or redemption of shares that is passed through to investors. The fund families subject to a "mutual fund surcharge" may change without notice. Please check with your Legend Advisor for details. 2All products are not available in all states. 3Legend Equities Corporation and its affiliates do not render tax advice. 4Defaulting on a loan for a retirement plan constitutes a distribution from that plan. Distributions from a retirement plan may be subject to federal income tax in the year distributed and may incur an additional 10% penalty if the participant is under age 59½. Loans may affect cash values and death benefits. All investment options are subject to employer approval. *80+ mutual fund family choices are available only when FTC is the custodian and Pershing, LLC is the clearing firm. Pershing, LLC is not an affiliate of Legend Equities Corporation.