Employer Retirement Solutions

The Legend Group is a full-service investment planning firm that offers comprehensive, turnkey retirement programs for organizations. We work with employers to help make retirement benefits easier to provide and manage for their workforce.

Employers who partner with The Legend Group and Lincoln Investment may have access to a broad range of retirement planning services, investment options, and professional portfolio management services, all supported through a single relationship.

Advisors affiliated with The Legend Group focus on helping plan participants understand their available plan options and on providing a variety of financial education opportunities.

Through Lincoln Investment, advisors affiliated with The Legend Group may provide access to:

• Complete, turnkey retirement plan programs that can be customized to reflect both plan sponsor and participant needs
• A broad selection of investment vehicles and professional portfolio management services for plan participants
• Ongoing service delivered by knowledgeable financial professionals
• Educational opportunities designed to help increase plan participation and support employee retirement planning efforts
• Plan participant communications, including consolidated quarterly statements, secure online account access, and web- and print-based educational tools
• Administrative support services and general compliance knowledge
• Plan sponsor communications, including regulatory updates, technical assistance, and email or website announcements