Literature Results Page
A comprehensive set of agenda guidelines including 6 potential discussion topics. Designed to help financial professionals confirm the annual review date and items for review.
- PUB ID: TAPX015809-W13
Compares SEP IRA plans with SIMPLE IRA plans, explaining factors such as corporate eligibility rules, coverage requirements, contribution limits and other specifications.
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.
- PUB ID: RETX016252
Whitepaper explaining six misconceptions of a retirement plan sponsor's duty. Includes a plan sponsor self-assessment and checklist.
- PUB ID: RETX016255
A resource guide including checklists, worksheets, surveys and information for use with 401(k) plan sponsors and employees.
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.
Carefully consider a fund's investment objectives, risks, charges and expenses before investing. Please view the prospectus or summary prospectus for this and other information. Read it carefully.
FINANCIAL ADVISORS: Please note that not all share classes may be available for sale at your firm. Please call the Legg Mason Sales Desk 1-800-822-5544 or your Legg Mason Sales contact for more information.