The Omni Group’s "preferred provider program."
The Legend Group is a P3 Provider in The Omni Group’s "preferred provider program." This program selects investment providers that are able to offer 403(b) investment options to school districts across the country. Through Lincoln Investment, The Legend Group Financial Professionals offer over 3000 non-proprietary mutual funds.
OMNI relied on an independent advisory committee to evaluate investment providers to ensure that all 403(b) providers selected met specified criteria. Legend, as an aggregator of 403(b) investment options expands your participants’ options. Legend brings to this partnership enhanced choice, participation, and, most importantly, education to your plan participants.
For over 50 years, The Legend Group has had a presence and anticipates continued growth in the K-12 and college market. We currently provide services throughout the United States by offering retirement plan programs, in particular 403(b) and 457(b) plans to school districts and educational institutions.
In addition to 403(b) knowledge, their Financial Professionals can offer information on other investment topics, such as college savings, insurance products, IRAs, and professional money management provided through Lincoln Investment.
Choose from a wide range of investment options...
With a Legend Financial Professional, 403(b) plan participants can select and hold investments from multiple mutual fund families in one account. In addition, they can offer fixed and variable annuity options. This means you can build your portfolio with a selection of nationally recognized mutual funds and/or annuities, all offered through a single investment provider. What’s more, this only requires the establishment of one investment provider agreement.
The Legend Group Financial Professionals provide comprehensive education:
- New participant enrollments
- Ongoing participant account reviews
- Daily access to a financial professional
- Loan and distribution counseling/assistance
- Financial planning/counseling
- Account maintenance and service work
- Financial education and workshops
- Employer consultations, etc.
- New employee orientations
* All investment options are subject to employer approval.
Not all investment options are available in all states.
Address601 Office Center Drive, Suite 300
Fort Washington, PA 19034
For More information