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The Legend Group, Inc
(aka: Legend Group)
Vendor General Information

This Vendor Page has not been approved by The Legend Group, Inc,
but the information provided should be useful to you.

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

Legend Group has not yet posted a company statement or 403(b) market status update at this time.

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

Legend Group Homepage may be accessed here .

Product Information

Click the link(s) below for information on Legend Group investment products:

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Fee Information

Click the link(s) below for information on the fees associated with Legend Group accounts:

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403(b) Investment Options

Legend Group offers the following type(s) 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.

Vendor Forms and Online Submissions Links

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

 

Employers for which The Legend Group, Inc (aka: Legend Group) is Eligible to Receive Contributions

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

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 Eligible to Receive Exchanges, Transfers, and Rollovers

Important: The list below represents those Employers in whose 403(b) Plans Legend Group is eligible to receive exchanges, transfers, and rollover contributions because Legend Group has signed CCC's Umbrella Information Sharing Agreement:

Employers for which Legend Group is an Orphaned Vendor

An Orphaned Vendor is a Vendor that received contributions under the Plan during the period 1/1/2005 through 12/31/2008, but has not and will not receive Contributions, Exchanges, Transfers, or Rollover Contributions into Accounts under the Plan after 12/31/2008. The list below represents those Employers in whose 403(b) Plans Legend Group is classified as an Orphaned Vendor:

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Employers for which Legend Group is a Deselected Vendor

Important: A Deselected Vendor is a vendor that held an Active or Inactive Payroll Slot an employer's 403(b) Plan and received contributions after 12/31/2008, but the vendor is no longer eligible to receive contributions in the plan. The list below represents the employer 403(b) plans where Legend Group is a Deselected Vendor.

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Employers for which Legend Group is a Grandfathered Vendor

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

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