United States
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.
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
Advisor Win/Loss Program Invitation
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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10 Ideas to Apply Right Now
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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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Manage Your Pipeline
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Qualify Prospects
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Contact Us
Find a DC Specialist in your area
Defined Contribution Support
(800) 530-2432
Monday - Friday
9 a.m. - 5 p.m. PT
Important Legal Information
This communication is general in nature and provided for educational and informational purposes only. It should not be considered or relied upon as legal, tax or investment advice or an investment recommendation, or as a substitute for legal or tax counsel. Any investment products or services named herein are for illustrative purposes only, and should not be considered an offer to buy or sell, or an investment recommendation for, any specific security, strategy or investment product or service. As a financial professional, only you can provide your customers with personalized advice and investment recommendations tailored to their specific goals, individual situation, and risk tolerance.
Franklin Templeton does not provide legal or tax advice. Federal and state laws and regulations are complex and subject to change, which can materially impact results. FTDI cannot guarantee that such information is accurate, complete or timely; and disclaims any liability arising out of your use of, or any tax position taken in reliance on, such information.
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.
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Franklin Templeton Distributors, Inc.
