The Legend Group/ADSERV
 
 
Employer Plan Summary  
Employer Information
 
 
 
 
 
 
 

 
Recordkeeper Information
 
 
 
 
 
 

 

Provider Information
Plan Provisions:
§403(b) Roth Elective Deferrals Available?
Hardship Distributions Allowed?
Rollover Contributions Allowed?
Transfers To & From Plan Allowed?
Exchanges Between Vendors Allowed?
Employer Contributions Allowed?
In-Service Distributions From Rollovers Are Allowed?
In-Service Distributions After 59 1/2 Are Allowed?
15 Years of Service Catch-up Allowed?
Age 50 Catch-up Allowed?
Loans Allowed?
Plan Excludes Participant?     
Plan Document Effective Date:   Documents:  Plan Document Adoption Agreement
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The Legend Group/ADSERV, 4600 East Park Drive, Suite 300, Palm Beach Gardens, Florida 33410
Phone: (888) 883-6710 • Facsimile: (561) 775-7635 • e-Mail:
Securities offered through Legend Equities Corporation, member FINRA/SIPC
Copyright © 2008 The Legend Group/ADSERV. All rights reserved.

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Revised: 3/24/08