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.

Featured Resources


Helpful Tips to Prepare for a Retirement Plan Audit

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.


Whitepaper - Retirement Plan Governance: Understanding the Role of a Benefit Plan Committee

Whitepaper that explains the important role a plan committee plays in minimizing potential exposure to fiduciary violations that could lead to DOL enforcement and/or private litigation.


What is Reasonable? Practical Tips for Evaluating Fees and Expenses of Plan Investments

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.

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.