Defined Contribution

Regions

For more than 20 years, Franklin Templeton has been committed to serving the DC market. Our dedicated team provides plan-related insights and resources so you can make decisions that help participants achieve retirement success.

Click on a state to view our regional teams

Strategic Accounts and National Contacts

For more than 20 years, Franklin Templeton has been committed to serving the DC market. Our dedicated team provides plan-related insights and resources so you can make decisions that help participants achieve retirement success.

Jason Colarossi

National Retirement Strategist
(727) 299-7150
jason.colarossi@franklintempleton.com

Gail Buckner, CFP Professional, CRPS

Personal Retirement & Financial Planning Strategist
gail.buckner@franklintempleton.com

Brian Lynch, CHSA

DC Strategic Accounts Manager
(347) 218-1066
brian.lynch@franklintempleton.com

Mary Beth Glotzbach

Senior Institutional DC Strategist
(650) 312-2354
marybeth.glotzbach@franklintempleton.com

Craig Miller, AIF, CRPS

DC Strategic Account Manager
(727) 220-9471
craig.miller@franklintempleton.com

Diane Rzepecki, AIF

DC Strategic Accounts Manager
(617) 697-6932
diane.rzepecki@franklintempleton.com

Leadership

For more than 20 years, Franklin Templeton has been committed to serving the DC market. Our dedicated team provides plan-related insights and resources so you can make decisions that help participants achieve retirement success.

Yaqub Ahmed

Head of DC & Insurance Sub-Advisory-U.S.
(727) 299-7009
yaqub.ahmed@franklintempleton.com

Drew Carrington, CFA, CAIA

Head of Institutional DC
(650) 312-4396
drew.carrington@franklintempleton.com

Kevin Murphy, CHSA

Head of DC Strategic Accounts
(201) 401-6491
kevin.murphy@franklintempleton.com

INDUSTRY EVENTS

Here is where you’ll find us this year.

Date(s)EventLocation
January 23-24, 2019 Defined Contribution Institutional Investment Association (DCIIA) Innovation Forum Newport Beach, CA
February 13, 2019 Investment Management Institute (IMI) Defined Contribution Literacy Summit Stamford, CT
March 10-12, 2019 Pensions & Investments (P&I) East Coast Defined Contribution Conference Ft. Lauderdale, FL
March 28, 2019 PLANSPONSOR PLANADVISER Awards for Excellence Dinner New York, NY
April 3-5, 2019 Fi360 Conference Nashville, TN
April 7-9, 2019 National Association of Plan Advisors (NAPA) 401(k) Summit Las Vegas, NV
April 11-12, 2019 DCIIA Public Policy Forum Washington, D.C.
April 17-18, 2019 Institutional Investor (II) Defined Contribution Institute Chicago, IL
April 30-May 1, 2019 Plan Sponsor Council of America (PSCA) Annual National Conference Tampa, FL
June 4-6, 2019 Society of Professional Asset-Managers and Recordkeepers (SPARK) National Conference Harbor, MD
June 5-7, 2019 PLANSPONSOR National Conference Washington, D.C.
July 22-24, 2019 NAPA Fly-In Forum Washington, D.C.
September 8-11, 2019 National Association of Government Defined Contribution Administrators (NAGDCA) Annual Conference New Orleans, LA
September 16-18, 2019 PLANADVISER National Conference Orlando, FL
October 3, 2019 PLANSPONSOR HSA Conference Chicago, IL
November 3-5, 2019 P&I West Coast Defined Contribution Conference San Diego, CA
November 3-5, 2019 SPARK Forum Palm Beach, FL
November 20-21, 2019 DCIIA Academic Forum New York, NY

You need Adobe Acrobat Reader to view and print PDF documents. Download a free version from Adobe's website.

Franklin Templeton Distributors, Inc.