Don't have an account?
The focus of plan design has changed from simply offering more choices to seeking to improve plan outcomes. We offer investment solutions and tools to help tailor plans to the specific needs of plan sponsors and participants.
Effective Qualified Default Investment Alternative (QDIA) selection requires a firm idea of a retirement plan’s objectives. Additional research is necessary to align the right investment with the needs of the plan.
Assess the plan's overall objectives with participants in mind.
Establish the criteria and process for comparing QDIA options.
Review the plan's QDIA selection annually.
Consider participant demographics and behaviors, the availability and costs associated with each option and the ability to monitor the QDIA selection to ensure it continues to meet the needs of the plan and its participants.
Contact Us to discuss helping your plan sponsors with their QDIA selection process.
Your clients should carefully consider a fund’s investment goals, risks, charges and expenses before investing. Download a prospectus, which contain this and other information. Your clients should read a prospectus carefully before they invest or send money.
You need Adobe Acrobat Reader 6.0 or higher to view and print PDF documents. Download a free version from Adobe's website.
Franklin Templeton Distributors, Inc.
This website is for US residents.
There are literature items in your cart. If you sign out, all items will be removed.
Click "Stay Signed In" to continue your session and keep items in your cart.
Otherwise, click Sign out to end your session and empty your cart.
You can compare maximum 4 funds.
Money funds and partial funds cannot be added to comparison.