Defined Contribution 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.

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Insights on Closing the Sale

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. 

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Build a Structured Prospecting System
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Define Target Markets & Scope of Services
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Establish Annual Sales & Prospecting Goals
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Identify & Developing Your Lead Sources
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Qualify Prospects
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Manage Your Pipeline
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10 Ideas to Apply Right Now