Legend Group
Vendor General Information

Marketing Approaches

• Advisors
• Seminars, Meetings, and/or Brochure Distribution
• Websites

Helpful Employee Resources

• Vendor Home Page

Active 403(b) Payroll Slots

Employers for which The Legend Group, Inc (Lincoln Investment Planning) (aka: Legend Group) is Eligible to Receive 403(b) Contributions, Exchanges, Rollovers and Transfers:

Important: The list below represents those Employers in whose 403(b) Plans Legend Group holds an Inactive Payroll Slot:

Employers for which Legend Group is an Orphaned 403(b) Vendor

Plans for which Legend Group received contributions under the Plan during the period 1/1/2005 through 12/31/2008, but has none after 2008:

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Employers for which Legend Group is a Deselected 403(b)Vendor

Plans for which Legend Group held an Active or Inactive Payroll Slot and received contributions after 12/31/2008, but is no longer eligible to receive contributions in the plan:

• Oregon City Public Schools - OR
• Portland Public Schools - OR
• Reynolds School District - OR
• Seattle Public Schools - WA
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Employers for which Legend Group is a Grandfathered 403(b) Vendor

Employers for which Legend Group is a Grandfathered Contribution Vendor:

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Important: The list below represents those Employers in whose 403(b) Plans Legend Group is classified as a Grandfathered Exchange 403(b)Vendor:

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457(b) Payroll Slots

The following Employers sponsor Legend Group 457(b) Plans :

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