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

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