Tax or legal services are not offered through, nor supervised by Lincoln Investment. Please consult legal or tax professionals Nor are we liable for any direct or indirect technical or system issues or consequences arising out of your access to or use of these third-party sites. www.lincolninvestment.com. 403B Investments A 403(b) plan is a U.S. tax -advantaged retirement savings plan available for public education organizations , some non-profit employers, cooperative hospital service organizations, and self-employed ministers in the United States . Through Lincoln Investment, The Legend Group Financial Professionals offer over 3000 non-proprietary mutual funds. Our advisors are prepared to guide you in setting realistic objectives, and assist you in designing an investment strategy to help you reach them. Legend has a wide product array including mutual funds, variable and fixed annuities. The Legend Group/ADSERV can only accept agreements signed by BOTH the Employee and the Employer. The Legend Group WNY: Buffalo, NY Financial Planners and 403b Representatives The Legend Group/ADSERV, 4600 East Park Drive, Suite 300, Palm Beach Gardens, Florida 33410 Phone: (888) 883-6710 • Facsimile: (561) 775-7635 • e-Mail: Advisory services offered through Lincoln Investment, Registered Investment Advisers. When you are eligible to begin withdrawing from your account, your advisor can assist with the distribution of your funds as you advise. NEXT: 12 SMART REASONS TO SAVE FOR RETIREMENT WITH A LEGEND 403(B) / ROTH 403(B). Where will your retirement money come from? material provided are for general information, and should not be considered a solicitation for the purchase or Office: (716) 837-3335. The content is developed from sources believed to be providing accurate information. The Legend Group-A Lincoln Investment Co (888) 883-6710 Employer Point Of Contact Leon County Schools. The Legend Group, the provider of the investments all these teachers hold, last year fired Walter Marino, their broker, according to a spokesman for the firm, who said his departure was unrelated to the investment fees. Vanguard. View the 403(b) Plan Document for information on loans, transfers distributions, contribution limits, and eligibility. Website: Visit Website. Toll-Free: (800) 735-9395. 2. Message from The Legend Group. Calculators are provided only as general self-help planning tools. 403 (b) Plan Investment Options. A 10% premature withdrawal penalty may apply to the earnings. please contact our 403b Administration Department. When you link to any of these websites provided here, you are leaving this site. 1. The Legend Group/Adserv. Approved Vendors. The Legend Group/ADSERV, 4600 East Park Drive, Suite 300, Palm Beach Gardens, Florida 33410 Phone: 1-800-749-4221 • Facsimile: (561) 626-6465 • e-Mail: ebadepartment@legendgroup.com Advisory services offered through Lincoln Investment, Registered Investment Advisers. In order for the Roth §403(b) account to be distributed tax-free, it must be funded for a minimum of five years and the account holder must have attained age 59½. Full-service broker-dealer and registered investment adviser, serving over 355,000 investors, representing over $41.0 billion in assets. This site has been prepared solely for information purposes is not intended to be a solicitation, offer or sale of securities products or investment advisory services to anyone who resides outside of the United States. This site has been prepared solely for information purposes is not intended to be a solicitation, offer or sale of securities products or investment advisory services to anyone who resides outside of the United States. What’s more, this only requires the establishment of one investment provider agreement. 1-877-819-7455 . VALIC. Your employer determines the provisions of the plan, including investment options and optional plan features such as the ability to defer to a Roth 403(b) or take a loan. 403(b) Plan Document Not Provided. Through Lincoln Investment, your Legend advisor offers professional portfolio management services to a range of investors, from teachers to small business owners to large corporate entities. The Lincoln Investment Companies and their Financial Representatives may only transact business in a particular state if first registered and only after complying with registration requirements. Vanguard Fiduciary Trust Co. Advisory services offered through Capital Analysts or Lincoln Investment, Registered Investment Advisers. Results depend on many factors, including the assumptions you provide and may vary with each use and over time. The Legend Group is a consulting services provider offering quality solutions for our clients for over 50 years. Office: (716) 837-3335. Your advisor can assist §403(b) plan participants with selecting and holding investments from multiple mutual fund families in one account. We make no representation as to the completeness or accuracy of information provided at these sites. Please contact provider. FMG Suite is not affiliated with the named *1, Some employers also offer Roth 403(b) accounts, providing participants with the option to build tax-free retirement income. 2757 W. Pensacola St. Tallahassee, FL 32304 Phone: (850) 487-7150 Employer Website. Some of this material was developed and produced by A local financial advisor is available to help you plan for the retirement and financial goals you envision. This financial advisor is listed on Financial Advisory Firms under Financial Consulting - . With a traditional 403(b), contributions are made via pre-tax payroll deductions, and both contributions and investment earnings are treated as tax-deferred until withdrawal. Voya Financial (Natl NY) 1-800-584-6001 . The opinions expressed and The Legend Group/ADSERV, 4600 East Park Drive, Suite 300, Palm Beach Gardens, Florida 33410 Phone: 1-800-749-4221 • Facsimile: (561) 626-6465 • e-Mail: ebadepartment@legendgroup.com Advisory services offered through Lincoln Investment, Registered Investment Advisers. By making regular contributions to a 403(b)/TSA account, you have a convenient means to enhance your retirement savings as you work toward building your financial future. The Legend Group WNY. While Roth 403(b)s are funded with after-tax dollars, these accounts may grow tax-free, and all qualified withdrawals are tax-free. Today, The Legend Group is a full service planning firm offering 403(b), 4057(b), 401(a) Discriminatory Plans, IRA, Simple IRA, 457(f), 401(k) Plans, College Saving and Non-Qualified Investments. sale of any security. Phone: 1-888-883-6710 7:30 AM - 5:30 PM Eastern Standard Time E-mail: adserv403b@legendgroup.com Mailing Address: 4600 East Park Drive Suite 300 Palm Beach Gardens, Florida 33410 In addition, through Lincoln Investment, Legend advisors offer fixed and variable annuity options. When you access one of these sites, you are leaving our website and assume total responsibility for your use of the sites you are visiting. With Lincoln Investment, investors may pursue their goals through various asset management strategies. E-mail: Send Email. As the coronavirus has emerged and spread, we wanted to share with you how we are responding, and how we are prepared to keep our clients, advisors, and employees informed, safe and healthy. You can reach us on phone number (520) 514-5143, fax number or email address . Advisory services offered through Lincoln Investment, Registered Investment Advisers. For over 50 years, The Legend Group - A Lincoln Investment Company, has been helping investors to work toward their financial goals. Capital Analysts and Lincoln Investment are registered as investment advisers with the U.S. Securities and Exchange Commission and Lincoln Investment is registered as a broker/dealer in all 50 states. We do not guarantee their accuracy, or applicability to your circumstances. For employer access to administrative functions, billing and forms. Toll-Free: (800) 735-9395. Diversification does not assure a profit or protect against market loss. Below is … OMNI was proud to virtually join NYSASBO in the Virtual 2020 School Business Management Workshop, addressing COVID related distributions & loans, 403(b) and 457(b) updates and more. The Legend Group/ADSERV, 4600 East Park Drive, Suite 300, Palm Beach Gardens, Florida 33410. In addition, through Lincoln Investment, Legend advisors offer fixed and variable annuity options. Phone: (833) 965-0068. We take protecting your data and privacy very seriously. The Legend Group WNY: Buffalo, NY Financial Planners and 403b Representatives All investment options are subject to employer approval. We do not guarantee their accuracy, or applicability to your circumstances. Check the background of your financial professional on FINRA's BrokerCheck. He said that Vanguard may be making some changes soon and offering Roth 403b, Admiral Shares, and possibly changing the $15 per fund fee to $20 for multiple funds (if I understood what he said correctly). Prior to joining the Legend Group, he was a Certified Secondary Education History Instructor. Withdrawals from 403 (b) are taxed as ordinary income in the year received. Plan Details. If you’re like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. For information on your plan provider including plan provisions and plan forms. The Legend Group, A Lincoln Investment Company . You decide how much you wish to invest each pay period, how your contributions will be allocated among the available investment options, and later, how your assets will be distributed. Fax: (716) 837-3099 Retirement. The portfolios are monitored regularly and reallocated as deemed necessary in an attempt to capitalize on potential market opportunities and help minimize the impact of market downturns. Phone: (888) 883-6710 • Facsimile: (561) 775-7635 • e-Mail: Copyright © 2019 The Legend Group/ADSERV. All rights reserved. FMG Suite to provide information on a topic that may be of interest. Fax: (716) 837-3099 Fax: (716) 837-3099 Michael Bordonaro has been servicing clients as a Registered Representative of The Legend Group since 1984. USAA Life Insurance Company. For home office admininstrators to access documents, view TPAs and other plan data. Our history is rooted in the development of products and services for retirement plans, and over the years we have played an influential role in the evolution of the 403b retirement plan market. Lincoln Investment is registered as an investment adviser with the U.S. Securities and Exchange Commission and Lincoln Investment is registered as a broker/dealer in all 50 states. The information in this material is not intended as tax or legal advice. Investment and its financial Representatives may only transact business in a particular if... 2019 the Legend Group/ADSERV in this material is not intended as tax or legal.! 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