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 .
Click the link(s) below for information on Legend Group investment products:
Click the link(s) below for information on the fees associated with Legend Group accounts:
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)
- End of List
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.
Investment products of Legend Group are marketed using the following approaches:
- Agents Who Are Contracted with the Vendor
- Seminars, Meetings, and/or Brochure Distribution
- 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) - Gladstone 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 Gladstone - The Legend Group, Inc PLAN OR GROUP NUMBER: To Be Determined
When contacting Legend Group or its local contacts, you may require the Gladstone EIN: 936000287
Gladstone 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 Gladstone list of authorized vendors.
Request Additional Information from The Legend Group, Inc
Legend Group has not a "contact us" link. 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 Gladstone 403(b) accounts. You may view that Signed Document here: Umbrella-ISA (pdf).
Employer Minimum Contribution
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 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.
Gladstone Vendor Information Page
Information concerning the contribution types, catch-ups, transactions allowed under the Gladstone 403(b) Plan and much more on the Gladstone Information Page, available by clicking here.