Leverage Legal Expertise
Leverage legal expertise
Put the law on your side. Access our white papers developed in partnership with the Wagner Law Group – a noted authority on retirement plan litigation. Gain expert perspectives on key topics impacting plan sponsors. New white papers are offered on a quarterly basis.
Whitepaper outlining how a retirement plan's Investment Policy Statement (IPS) may be revised to add flexibility to traditional fixed income options. Includes a fixed income checklist for a Plan’s IPS.
Whitepaper detailing 401(k) plans and other similar tax-qualified retirement plans for employers. Includes instructions for using metrics and a checklist to evaluate a plan's level of success.
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.
Guide to governance of retirement plan fees and practical tips for evaluating fees and expenses of plan investments.
Legg Mason, Inc. and The Wagner Law Group are not affiliated companies.
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.