The Legend Group, Inc (aka: Legend Group) - General Status

Legend Group has not yet posted a company statement or 403(b) market status update here on the CCC website. Once they do, it will appear here.

The Legend Group, Inc (aka: Legend Group) Web Homepage

Legend Group has provided this link as its home office webpage. Click on it to obtain general information about products and services offered by Legend Group, or click any of the links below for more specific details on fund profiles, prospectuses, performance, fees, and loading charges.

Investment Fund Information

The following web links have been provided by Legend Group to make available current information about annuity and custodial account investment opportunities offered by the company. Follow these links for fund profiles, prospectuses, performance, fees, and loading charges:

• End of List

403(b) Investment Options

Legend Group offers the following type of 403(b) investment option:

• Fixed Annuities
• Variable Annuities with a Fixed Account
• Variable Annuities without a Fixed Account
• 403(b)(7) Custodial Mutual Funds (No-Load)
• 403(b)(7) Custodial Mutual Funds (Load)
• 403(b)(7) Custodial Mutual Funds (Deferred Sales Charges)
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Roth 403(b) Contribution Policy

Legend Group accepts Roth 403(b) contributions as of January 1, 2006. However, in rare cases some vendors (e.g., Fidelity Investments) require electronic funds transfer (EFT) to accept Roth contributions, so some employers that allow Roth 403(b) Contributions will not remit Roth contributions to such vendors.

Marketing Information

Investment products of Legend Group are marketed using the following approaches:

• Agents Who Are Contracted with the Vendor
• Seminars, Meetings, and/or Brochure Distribution
• Websites
• End of List Declared by Legend Group

Helpful Employee Resources

Legend Group has not provided a weblink to any online consumer education or financial planning tools or calculators they may or may not offer to assist participants with financial planning and education. The moment Legend Group provides a weblink to us, we'll post it here immediately.

Active in Other CCC Employer 403(b) Plans

To see which other CCC Employers hold Active Payroll Slots with Legend Group, please visit our General The Legend Group, Inc Page.

Vendor Page Maintainance

Vendors may manage their own CCC website pages via authorized logins available upon request. Vendors are invited to update their company and Employer-specific information (Plan or Group Number, Local Contacts, Product Information, Forms, etc.) regularly.

The Legend Group, Inc (aka: Legend Group) - Centennial Status

This Vendor is an 'Exchange Only Vendor' in this District's 403(b) Plan.

The Legend Group, Inc Plan Number

When contacting Legend Group or its local contacts, have ready your Centennial - The Legend Group, Inc GROUP NUMBER: 007236

Centennial EIN

When contacting Legend Group or its local contacts, you may require the Centennial EIN: 936000847

Centennial Local Contacts

Some authorized investment companies have numerous financial representatives authorized to do business on their behalves. Others have no agents at all. The list below includes the most recent information available about the company's main avenue of contact as well as any local contacts for Legend Group on Centennial list of authorized vendors.

• Denise Farmer-Lightcap, CFP - 503-635-6344
  denisefarmer-lightcap@legendequities.com

Request Additional Information from The Legend Group, Inc

Legend Group has not provided us with any online contact methods. The moment they do, we'll post them here.

Information Sharing Agreement, If Applicable

The Legend Group, Inc has signed an Umbrella Information Sharing Agreement with CCC and is eligible to receive Exchanges Within, Plan-to-Plan Transfers Into, or Rollover Contributions Into Centennial 403(b) accounts. You may view that Signed Document here: Umbrella-ISA (pdf).

Employer Minimum Contribution

Centennial does not require any monthly minimum contribution, however some Vendors may require a minimum contribution amount (see below).

Vendor Minimum Contribution

The Legend Group, Inc requires a minimum monthly contribution of $25.00 .

Vendor Forms

Legend Group has not provided copies of or links to any Vendor Forms. Please contact Legend Group to request any forms you might need.

Centennial Vendor Information Page

Information concerning the contribution types, catch-ups, transactions allowed under the Centennial 403(b) Plan and much more on the Centennial Information Page, available by clicking here.