A Commitment to Education & Service (ACES) is a program that provides advisors with industry-leading resources to navigate the evolving retirement plan market. This award-winning program offers expert guidance, actionable insights, and tools to help grow your business, strengthen client relationships, and deliver measurable outcomes, all while aligning with the unique demands of today’s workplace retirement market.
Define your target market, identify leads, and start meaningful conversations with prospective clients who can benefit from your expertise and services. ACES equips you with the tools and strategies to connect, engage, and grow your retirement plan business.
Help your plan sponsor clients enhance their retirement plans by explaining plan design fundamentals and quantifying their impact. Gain the tools and strategies to drive meaningful action, improve participants' retirement readiness, and showcase your value as a trusted advisor.
Enhance participant satisfaction while gaining valuable insights into their needs. Leverage expert coaching, refine your service model, and deliver measurable outcomes that strengthen client relationships and demonstrate your commitment to exceptional service.
We offer dedicated practice management specialists for the workplace retirement market at Franklin Templeton, helping to elevate our ACES program by delivering tailored solutions and strategic guidance for your sponsor clients. Our support is structured into four key tiers:
Supports retirement-focused advisors and wealth advisors expanding into retirement plans.
Provides insights and education to help advisors grow their retirement plan practices.
Partners with organizations to align with established training and processes.
Delivers trends and insights through public speaking and advisor engagement.
Franklin Templeton collaborates with financial professionals to enhance workplace benefit programs, focusing on employee financial well-being. We provide innovative tools, resources, and solutions to boost engagement and drive better financial outcomes.
All investments involve risks, including possible loss of principal. The information contained herein is general in nature and provided for informational and educational purposes only and should not be construed as individual investment advice or a recommendation or solicitation to buy, sell or hold any security or to adopt any investment strategy.
The information provided in this material is not intended as a complete analysis of every material fact regarding the subject. Before adopting any plan, sponsors should carefully consider all of the benefits, risks, and costs associated with a plan. Information regarding retirement plans is general and is not intended as legal or tax advice. Retirement plans are complex, and the federal and state laws or regulations on which they are based vary for each type of plan and are subject to change. In addition, some products, investment vehicles, and services may not be available or appropriate in all workplace retirement plans. Plan sponsors and plan administrators may wish to seek the advice of legal counsel or a tax professional to address their specific situations.
Franklin Templeton, its affiliates, and its employees are not in the business of providing tax or legal advice to taxpayers. These materials and any tax related statements are not intended or written to be used, and cannot be used or relied upon, by any such taxpayer for the purpose of avoiding tax penalties or complying with any applicable tax laws or regulations. Tax-related statements, if any, may have been written in connection with the “promotion or marketing” of the transaction(s) or matter(s) addressed by these materials, to the extent allowed by applicable law. Any such taxpayer should seek advice based on the taxpayer’s particular circumstances from an independent tax advisor.
