United States
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
Jessica Wilson
Retirement Plan Consultant
(720) 763-4534
jessica.wilson@franklintempleton.com
Chris Schurawel, AIF, CHSA, CRPS,CIMA
Retirement Plan Consultant
(916) 463-4912
chris.schurawel@franklintempleton.com
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.
National Retirement Strategist
(727) 299-7150
jason.colarossi@franklintempleton.com
Personal Retirement & Financial Planning Strategist
gail.buckner@franklintempleton.com
DC Strategic Accounts Manager
(347) 218-1066
brian.lynch@franklintempleton.com
Senior Institutional DC Strategist
(650) 312-2354
marybeth.glotzbach@franklintempleton.com
DC Strategic Account Manager
(727) 220-9471
craig.miller@franklintempleton.com
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.
Head of DC & Insurance Sub-Advisory-U.S.
(727) 299-7009
yaqub.ahmed@franklintempleton.com
Head of Institutional DC
(650) 312-4396
drew.carrington@franklintempleton.com
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) | Event | Location |
|---|---|---|
| January 13-15, 2020 | Retirement Advisor Councel Semi-Annual Meeting | Houston, TX |
| January 15-17, 2020 | NAPA 2020 Women in Retirement Conference (WiRC) | New Orleans, LA |
| January 21-22, 2020 | Defined Contribution Institutional Investment Association (DCIAA) Innovation Forum | Palm Beach, FL |
| March 8-10, 2020 | Pensions & Investments (P&I) East Coast DC Conference | Orlando, FL |
| April 1-2, 2020 | Institutional Investor (II) Defined Contribution Institute | Chicago, IL |
| April 26-28, 2020 | National Association of Plan Advisors (NAPA) 401(k) Summit | Orlando, FL |
| April 29-30, 2020 | DCIIA Public Policy Forum | Washington, DC |
| May 3-6, 2020 | University Conference Services Mid-Sized Retirement & Healthcare Plan Management Conference | Orlando, FL |
| June 2-3, 2020 | II 5th Annual Defined Contribution Roundtable | New York, NY |
| July 21-22, 2020 | NAPA DC Fly-In Forum | Washington, DC |
| September 14-16, 2020 | PLANADVISER National Conference (PANC) | Scottsdale, AZ |
| September 15-16, 2020 | II Defined Contribution Institute - Half Moon Bay | Half Moon Bay, CA |
| October 20-21, 2020 | II Defined Contribution Institute - Washington, D.C. | Washington, DC |
| October 25-27, 2020 | Excel 401(k) | Las Vegas, Nevada |
| November 3-5, 2020 | P&I West Coast DC Conference | San Diego, CA |
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Franklin Templeton Distributors, Inc.
