Literature Results Page

A resource guide including checklists, worksheets, surveys and information for use with 401(k) plan sponsors and employees.

A presentation focused on 401(k) plan business. Offers a process for you to follow to maintain and grow your retirement plan client base.

Robert Abad explains why income generation via global credit will become an increasingly integral part of investors preferences and how active sector rotation will be essential.

A guide comparing a Traditional IRA, Roth IRA, SEP, SIMPLE IRA, 403(b)(7), and 401(k). Includes information on taxable income and plan contribution limits.

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.

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.

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.

A sample prospecting letter to leverage when communicating about the 404(a)(5) disclosure regulation to plan sponsors.

Prospecting letter developed to help you highlight the importance of fee transparency to plan participants.

Prospecting letter illustrating that changing a financial advisor can be lead to better service and improved participant engagement.