Plan Sponsor Solutions
The Legend Group is a full service investment planning firm offering complete, turnkey retirement programs that can make it easy for organizations to offer a valuable benefit, one that can help build loyalty and attract quality employees.
Employers who partner with The Legend Group can offer a wide range of retirement planning services, a variety of investment options, professional investment management and a wealth of financial expertise–all through a single relationship.
Legend provides:
- Complete, turnkey retirement plan programs that can be customized to reflect both sponsor and participant needs
- The ability to offer employees a broad selection of investment vehicles and professional investment management services
- Professional service delivered by knowledgeable and attentive Financial Advisors
- Ongoing educational opportunities for plan participants designed to increase plan participation and to help employees work toward their retirement goals
- Plan participant communications including consolidated quarterly statements, secure internet account access and web- and print-based educational tools
- Sophisticated administrative services and compliance expertise
- Plan sponsor communications including regulatory announcements, technical assistance and e-mail/website updates