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Kennewick School District

The Legend Group, Inc

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

Landing Pages

Product and Fee Information

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

Marketing Information

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

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

Helpful Employee Resources

If available, CCC has linked the vendor's educational resources below:

 

Kennewick Status

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

Kennewick Plan Number

When contacting Legend Group to open an account, please reference Plan Number: To Be Determined

Kennewick Local Contacts

The list below includes the most recent information available about the company's main avenue of contact as well as any local contacts, when available.

Investment Options

Legend Group offers the following type(s) of 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)

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.

Vendor Forms and Online Submissions Links

When possible, CCC lists links to vendor forms links below. In the event the form you require is not linked below, please contact Legend Group to request your form.