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FINANCIAL_SERVICESAPPROVED

Berlin Township Public Schools Action Meeting Agenda 2026-06-25

Legend Group Authorized for 403(b) Annuities

Berlin Township School District 3LEGEND GROUPJune 25, 2026

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Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo
Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo
Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo

Description

Berlin Township Board of Education intends to approve The Legend Group as an authorized vendor of 403(b) tax-sheltered annuity products for the 2026-2027 school year. This expands employee choice for retirement investments.

Contract Details

Vendor

LEGEND GROUP

Agency

Berlin Township School District 3, MI

Contract Type

FINANCIAL_SERVICES

Document Date

June 25, 2026

Contract Term

2026-2027 school year

Renewal Date

2027-06-30

Renewal Info

Annual approval as an eligible 403(b) tax shelter annuity provider for 2026-2027.

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