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Quarterly Update: Global Emerging Markets

Martin Currie's insight and perspective on the global emerging markets for the quarter.

  • Mar-05-2018
  • Whitepaper
  • institutional

Diversifying Value - Thinking Outside the Box

Smart beta can be utilized within the traditional style box framework to help investors achieve their desired portfolio outcomes; consider, for example, the use of a defensive equity income strategy in conjunction with a traditional value stock allocation.

  • Mar-05-2019
  • Whitepaper
  • advisor

Western Asset 2019 Global Outlook

A high level summary of Western Asset's views for 2019

  • Jan-04-2019
  • Whitepaper
  • public
  • PUB ID: WASX494948

Helpful Tips to Prepare for a Retirement Plan Audit

Whitepaper offering insights to help plan sponsors and advisors prepare for a plan audit by providing a road map to help determine whether an audit is required, whether it can be limited in scope, what that means for the plan and how to select an auditor with the proper expertise.

  • Aug-26-2019
  • Whitepaper
  • advisor
  • PUB ID: RETX016252

Fiduciary Obligations of Retirement Plan Sponsors - Whitepaper by Geoff Strunk

Whitepaper intended to help plan sponsors understand their fiduciary obligations and provide compliance guidance.

  • Aug-23-2019
  • Whitepaper
  • public
  • PUB ID: RETX424250

Retirement Plan Governance - Understanding the Role of a Benefit Plan Committee

Whitepaper that explains the important role a plan committee plays in minimizing potential exposure to fiduciary violations that could lead to DOL enforcement and/or private litigation.

  • Oct-02-2019
  • Whitepaper
  • public
  • PUB ID: RETX400761

The ERISA Fiduciary Investment Process: Historical Returns and Back-Testing as Relevant Factors to Evaluate Prudence

Whitepaper intended to examine the considerations of historical performance and back-testing in the fiduciary decision-making process.

  • Sep-13-2019
  • Whitepaper
  • advisor
  • PUB ID: RETX549542

Don't Take Your Plan For Granted - Fiduciary Misconceptions

Whitepaper explaining six misconceptions of a retirement plan sponsor's duty. Includes a plan sponsor self-assessment and checklist.

  • Oct-08-2019
  • Whitepaper
  • public

Fiduciary Prudence and Investments: Historical Track Record - Whitepaper by Geoff Strunk

Whitepaper intended to examine the aspects of the ERISA fiduciary duty of prudence in the context of investments.

  • Sep-30-2019
  • Whitepaper
  • public
  • PUB ID: RETX469911

Employee Plan IRS Examinations - Whitepaper by Maria Hurd

White Paper written by Maria Hurd (Belfint, Lyons & Shuman) on employee plan IRS examinations.

  • Aug-23-2019
  • Whitepaper
  • public
  • PUB ID: RETX367673

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