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Fi360 Fiduciary Score Breakdown - Sample

Provides an Fi360 report on data points on a portfolio or plan lineup.

  • Feb-11-2020
  • Brochure
  • advisor

Dynamic Risk Management - Volatility Managed Systematically

Dynamic Risk Management (aka Dynamic Rebalancing) is disciplined technique to help manage through downside market volatility, as well as capture market opportunity.

  • Feb-04-2020
  • Investment Idea
  • public

ACES Worksheet - 404(c) Information Checklist

A checklist intended to facilitate a Plan Sponsor's review of whether required information is being provided to participants. Covers both mandated disclosures and those triggered by participant requests.

  • Oct-17-2019
  • Worksheet
  • public
  • PUB ID: TAPX015809-W11

ACES Worksheet - Employee Survey

Employee survey designed for plan sponsors to use with plan participants to determine if their current plan and plan design is meeting participants' needs.

  • Oct-17-2019
  • Worksheet
  • public
  • PUB ID: TAPX015809-W10

MPI Investment Analyzer - Sample

The MPI Investment Analyzer has the capability to compare existing and proposed retirement plan lineups designated by a financial advisor.

  • Feb-13-2020
  • Competitive Intelligence
  • advisor
  • PUB ID: RETX013049

MPI Target Date Fund Report - Sample

The MPI Target Date Fund Report compares portfolio characteristics and performance data of existing and proposed Target Date Funds.

  • Feb-13-2020
  • Competitive Intelligence
  • institutional

Legg Mason IRA Distribution Request

Request a distribution from your account

  • Jun-18-2020
  • Account Maintenance Form
  • public
  • PUB ID: LMFX010943

The Hidden Costs of Aging Client Invitation

Sample content for Financial Professionals to create firm-branded invitations for The Hidden Costs of Aging events.

  • Jun-08-2020
  • Worksheet
  • advisor

The Hidden Costs of Aging Brochure

A compelling overview of how unexpected age-related care and housing expenses can derail a long-term retirement plan. Provides a summary of housing options as well as family, lifestyle, health care and financial considerations for each to help you formulate a plan.

  • May-20-2020
  • Brochure
  • public
  • PUB ID: TAPX015653

The Hidden Costs of Aging Sample Prospecting Communication

Sample content for advisors to create firm-branded prospecting communications to clients regarding The Hidden Costs of Aging.

  • Jun-04-2020
  • Worksheet
  • 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.

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.