Administration and Compliance Services:

• Educational workshops and seminars for your employees’ financial awareness
• Common remitter programs allowing multiple investment options with one check billing
• Guaranteed MAC calculations
• Automated fund transmission and confirmation reporting
• Over 100 experienced home office professionals providing support and administration
• Ongoing technical assistance and updates on regulatory issues
• Extended cooperation and administrative support in the event of an IRA audit

Plan Types:

• §403(b) Salary Reduction Plans
• §403(b) ERISA (Employer Contributory) Plans
• §403(b) Church Plans
• §403(b) Governmental Discriminatory Plans
• §401(a) Governmental Plans
• §457 Governmental Deferred Compensation Plans
• §457 Non-governmental Deferred Compensation Plans
• §457(f) Deferred Compensation Plans
• SEPs/SARSEPs
• SIMPLE IRAs
• Personal §401(k) Plans

Employer:

• Monitoring of contribution limits including age-based adjustments
• Common remitter services
• Internet-based employer filing
• Consultation and plan review

Employee:

• Personalized quarterly statement
• Online account access
• Online educational materials
• Online financial planning tools
• Individual consultations with a Legend Retirement Advisor