Retirement Plans Services

Legent’s array of retirement products and services includes:

• Traditional, Rollover and Roth IRAs
• Simplified Employee Pension (SEP) Plans
• Simple IRAs
• Profit Sharing Plans (non-trustee)
• Money Purchase Pension Plans (non-trustee)
• Individual 401(k) Plans
• Coverdell Education Savings Account
• Profit Sharing Plans
• Money Purchase Pension Plans
• 403(b) and 403(b)(7) Plans
• Beneficiary Designations for tax-advantaged savings accounts

Principal Trust Company
As Legent’s directed trustee, Principal Trust CompanySM  http://www.principaltrust.com provides the necessary tax reporting forms required by the Internal Revenue Services (IRS) for tax-advantaged accounts.

Chartered in 1899, Principal Trust Company is Delaware 's oldest non-depository trust company and ranks among the largest in the nation. In 1986, we became a member company of The Principal Financial Group®.

Principal Trust is a premier provider of comprehensive trust and administrative solutions for employee benefit plans and individual tax-advantaged accounts – acting as trustee to over 280,000 tax-advantaged savings plans, boasting assets in excess of $50 billion.