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




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:

Advisory services offered through Legend Advisory Corporation or Lincoln Investment, Registered Investment Advisors. Securities offered through Lincoln Investment, Broker/Dealer, Member FINRA/SIPC

Copyright © 2017 The Legend Group/ADSERV. All rights reserved.

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Revised: 3/24/08