With The Legend Group®, you can offer your employees a wide range of investment options while potentially reducing your administrative burden. That’s because Legend's innovative self-directed custodial account enables §403(b) plan participants to select and hold mutual funds from multiple fund families in one account, with one-check employer billing. A selection of 4 fixed and variable annuities are also available,1 for a total of 20 investment options. This means you need only set-up and maintain one investment provider agreement with one vendor to provide access to a selection of nationally recognized mutual fund families and annuity products.
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 Corp. Please read the prospectus carefully before you invest or send money.