Tools designed specifically for retirement plans
MUTUAL FUNDS AT A GLANCE:
fi360 FIDUCIARY SCORECARD
Are you aware of the shortfalls?
Legg Mason has partnered with fi360, a provider of web-based software tools to provide resources to help retirement plan fiduciaries effectively and successfully manage their responsibilities, which include evaluating and selecting a plan menu. The fi360 Fiduciary Score in the snapshot report is a quantitative evaluation of how well a fund meets a minimum set of due diligence criteria defined by fi360 to reflect prudent fiduciary management.
This offering includes access to custom reports highlighting the fi360 Fiduciary Score™ for mutual funds. If you are interested in requesting a custom Fi360 report, please complete the fi360 submission form.
RETIREMENT PLAN ADVISORY GROUP
What are the highest-scoring funds?
The Retirement Plan Advisory Group (RPAG) Scorecard for select Legg Mason funds is a valuable tool designed to provide clients with an independent assessment of the management and performance of select funds available for inclusion in qualified and non-qualified plans.
Retirement Plan Advisory Group is not an affiliate of Legg Mason, Inc. RPAG and Legg Mason make no representation or warranty, expressed or implied, about the use of the Score in fiduciary decision-making or the extent to which the Score should be used in discharging fiduciary due diligence obligations. Retirement plans and other fiduciaries should consult with their financial and legal advisors, as appropriate, in evaluating and selecting a plan investment menu.
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.