RETIREMENT PLAN ADVISOR: A SPECIALTY THAT SETS YOU APART


Fund & Investment Strategies


Retirement Resources & Tools. A top-level retirement advisor like you needs top-notch tools and informative materials to keep pace on a competitive playing field. We’re behind you all the way.

Practice
Management


Want to enhance your knowledge? Your skills? Your business? Your client relationships? Our landmark Advisor Partnership Program (TAPP®) has you covered with a range of multidimensional workshops and seminars.

Addressing Client Needs


In retirement planning, both you and your clients have to face challenges and make important decisions. Our inclusive resources offer insights regarding productive communication, critical tips on maintaining and evaluating plans, and access to regulatory sources.


DCIO

RETIREMENT SALES SUPPORT

Access our team of retirement experts for resources to help build your business.

ERISA HELPDESK

Diverse topics. Solid answers.

Time is of the essence when a plan sponsor is firing complex questions at you about types of retirement plans, benefit offerings, or design and testing scenarios. Our ERISA Helpdesk provides immediate assistance and timely information about the latest retirement products and trends, as well as their potential regulatory implications.


Featured Resources

Brochure

Retirement Plan Advisory Group Scorecard

Retirement Plan Advisory Group (RPAG) scores for select Legg Mason funds.

Brochure

ACES 2.0 Workbook

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


All investments involve risk, including loss of principal. Past performance is no guarantee of future results. Please see each product’s webpage for specific details regarding investment objective, risks associated with hedge funds, alternative investments and other risks, performance and other important information. Review this information carefully before you make any investment decision.

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.

The Advisor Partnership Program (TAPP)®, Our Experience. Your Potential®, ACES®, ACES — Advisor Commitment to Education and Service®, and Retirement Reimagined® are registered trademarks of Legg Mason Investor Services, LLC.