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Retirement Accounts

The Legend Group is a consulting services provider offering quality solutions for our clients for over 50 years. Our Financial Professionals offer a wide variety of products to our clients with personalized service and attention and help make investing easy. Our long history in retirement planning provides our clients with access to valuable experience as we partner with them to create the best possible path to the retirement they envision for themselves. We foster an atmosphere of innovation, which means we constantly seek to improve our clients’ experience with investing.

Our advisors specialize in the unique aspects of 403(b) accounts and are known for their knowledge in helping educators and school administrators. Let them help you evaluate your plan options.


One provider, thousands of options...

Through Lincoln Investment, the advisors at Legend offer a selection of retirement plan accounts and provides the guidance to help you choose one that reflects your specific needs and goals.

Investors may choose and hold mutual funds from multiple fund families in a single account, enabling you to design a diversified portfolio catered to you. A selection of fixed and variable annuities are also available. Some portfolios also offer a Periodic Rebalancing Option (PRO). With PRO, you can specify how assets are to be allocated among the mutual funds within your portfolio and choose to have your portfolio automatically rebalanced at predetermined intervals. 

 View List of Mutual Funds

Contact a Legend Group Financial Professional to find out which retirement account type aligns with your goals.

Employer-Sponsored Plans:

If you are an employee, these plans may be available to you:

  • Corporate §401(k) / Roth §401(k) Accounts
  • §403(b)-Roth-§403(b)
  • §457(b) Governmental
  • §401(a) Governmental
  • §457(b) Non-Governmental Deferred Compensation
  • §457(f) Deferred Compensation Top Hat Plan

Individual Plans:

These are available to investors, regardless of your employment status:

  • IRA
  • Roth IRA

Small Businesses and Corporations:

If you own or work for a small business, these plans may be available to you:

  • Personal §401(k) / Personal Roth §401(k)
  • SIMPLE IRA
  • SEP IRA

 

1. Fixed and variable annuities are not available in conjunction with 457(b), 457(f), 401(a) or Personal 401(k) accounts.

Diversification does not assure a profit or protect against market loss.

Before investing in a mutual fund or variable annuity, consider its investment objectives, risks, charges and expenses carefully.  Please read the prospectus or prospectuses carefully before you invest or send money.