With The Legend Group, §403(b) plan participants have access to a wide range of investment options within a single §403(b) account. 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. This means you can choose investments from 16 nationally recognized mutual fund families each offering many different mutual funds, and your employer only has to set-up and maintain one agreement with Legend.

Legend provides access to the following fund families. The number of funds currently available¹ in each family is included in parentheses:

For over 40 years, The Legend Group has been helping employees of schools, hospitals, and other not-for-profit organizations prepare for the future. Our success is the result of a continuing commitment to provide the most comprehensive selection of high quality products and services including:

• Tax-deferred & tax-advantaged investment programs, inc. Roth §403(b)/IRA
• Dynamic Asset Management—Legend’s Strategic Asset Management (SAM) service is a professional investment management program designed to help investors allocate their assets according to a disciplined investment methodology. These actively managed programs seek to maximize returns while attempting to reduce risk.
• Financial Counseling-Your Legend Advisor can provide you with an analysis of your financial goals and advice regarding various investment options.
• College Savings Plans
• Maximum Annual Contribution Calculations for §403(b) Accounts
• Life, Disability, Dental and Custom Insurance Programs
• W-4 consultations-including a pay check analysis and an estimate of the potential tax implications for the current year.²
• Pension Maximization Strategies
• Loan Options Review

Before investing in a mutual fund, consider its investment objectives, risks, charges and expenses carefully. The prospectus, which contains this and other information about the mutual fund, can be obtained by contacting Legend Equities Corp. Please read the prospectus carefully before you invest or send money.