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.
- PUB ID: TAPX011729
A resource guide including checklists, worksheets, surveys and information for use with 401(k) plan sponsors and employees.
- PUB ID: TAPX015809
Whitepaper explaining five misconceptions of a retirement plan sponsor's duty. Includes a plan sponsor self-assessment and checklist.
- PUB ID: RETX016255
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.
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