The Legend Group/ADSERV
 
 
Investment Options  
 

With Legend, 1+1=13!

With The Legend Group, plan sponsors can provide their employees with a wide range of investment options while reducing their administrative burdens. 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. This means plan sponsors need only set-up and maintain one information sharing agreement with one vendor, Legend, to gain access to 16 nationally recognized mutual fund families:

AIG SunAmerica Mutual Funds
American Funds
Federated Funds
Fidelity Advisor Funds
Franklin Templeton/Mutual Series Funds
Invesco Aim Funds
Ivy Funds
JP Morgan Funds
MFS
Oppenheimer Funds
Pioneer Funds
Putnam Investments
Rydex Funds
Security Funds
Van Kampen Funds
Waddell & Reed Advisor Funds
   


The Legend Group/ADSERV, 4600 East Park Drive, Suite 300, Palm Beach Gardens, Florida 33410
Phone: (561) 694-0110 • Facsimile: (561) 626-6465 • e-Mail:
Securities offered through Legend Equities Corporation, member FINRA/SIPC
Copyright © 2008 The Legend Group/ADSERV. All rights reserved. Revised: 3/24/08