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Don't Take Your Plan For Granted - Fiduciary Misconceptions

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

  • Oct-01-2018
  • Whitepaper
  • public
  • PUB ID: RETX016255

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.

  • Oct-01-2018
  • Whitepaper
  • public
  • PUB ID: RETX469911

Defensive Equity and the Underfunded Pension's Dilemma

Pension plans facing shortfalls for future liabilities can help narrow the gap through the use of defensive equity - low volatility stocks with a strong dividend component.

  • Oct-24-2018
  • Whitepaper
  • advisor

Western Asset 2019 Global Outlook

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

  • Jan-04-2019
  • Whitepaper
  • public

Quarterly Update: Global Emerging Markets

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

  • Mar-05-2018
  • Whitepaper
  • institutional

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

White paper 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-08-2018
  • Whitepaper
  • public
  • PUB ID: RETX400761

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

Fiduciary Obligations of Retirement Plan Sponsors - Whitepaper by Geoff Strunk

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

  • Jan-22-2019
  • Whitepaper
  • public
  • PUB ID: RETX424250

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-23-2018
  • Whitepaper
  • advisor
  • PUB ID: RETX016252

LDI: Stocks and Pensions, Oil and Water, and Other Incompatibles

Liability Driven Investing Insights: LDI: Stocks and Pensions, Oil and Water, and Other Incompatibles

  • Apr-30-2019
  • Whitepaper
  • advisor

IMPORTANT INFORMATION: All investments involve risk, including loss of principal. Past performance is no guarantee of future results. Please see each product’s web page for specific details regarding investment objective, risks, performance and other important information. Review this information carefully before you make any investment decision.

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