Literature Results Page
Compares SEP IRA plans with SIMPLE IRA plans, explaining factors such as corporate eligibility rules, coverage requirements, contribution limits and other specifications.
- PUB ID: TAPX014195
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
Legg Mason's resources help financial professionals successfully develop and service their retirement plan business and build strong relationships with plan sponsors and plan participants.
- PUB ID: RETX016031
A brochure of Legg Mason's resources to help financial professionals successfully develop and service their retirement plan business and build strong relationships with plan sponsors and plan participants.
Whitepaper explaining five misconceptions of a retirement plan sponsor's duty. Includes a plan sponsor self-assessment and checklist.
- PUB ID: RETX016255
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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.
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