Resources

Industry Benchmarks: Tools for Evaluating 401(k) Plans

For plan sponsors, understanding how well their 401(k) plan stacks up against plans offered by other companies in their industry or market segment is valuable information. 

Now you can provide that information as a service to your clients and prospects with the PLANSPONSOR Defined Contribution Survey. 

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Insights on Closing the Sale

Are you making the most of every sales opportunity? If not, do you know why? Do you know how to improve your success rate? To provide our partners with a deeper understanding of a prospect's decision-making process, Franklin Templeton and Chatham Partners conducted a study based on interviews with plan sponsors providing vital information on actual sales bids. This research can help you focus your time and energy on the factors that are likely to have the biggest impact on the final decision.

401(k) Alchemy: Prospecting Strategies

To support advisors who work with Franklin Templeton, we developed 401(k) Alchemy, an exclusive program that can help you prospect for new clients and manage your sales pipeline. 


QDIA SELECTION PROCESS

An effective Qualified Default Investment Alternative (QDIA) selection process should include a consistent and repeatable process. To help our partners with each step of the process, Franklin Templeton partnered with Pension Resource Institute (PRI) to provide unique insights and tools designed to enhance your value in an increasingly competitive marketplace.

Step 1: Get familiar with the plan sponsor guide.

Step 2: Review the plan’s current QDIA strategy & Options

Step 3: Document your decision