Seeks to target the right risk at the right time for all plan participants, from those getting started to those in retirement.
Overview
Target date funds
Active equity
Consider strategies designed to deliver growth and diversification, helping participants thrive even in uncertain market conditions.
Fixed income
Implement diverse fixed income strategies for enhanced diversification, stability, and consistent returns with core and core plus funds.
Stable value
Seeks to enhance portfolio stability and offers participants a low-risk option for preserving capital with consistent returns.
Revisiting Capital Preservation in DC Plans
When was the last time you revisited your defined contribution (DC) plan’s capital preservation options? Learn why now may be an important time to review this often neglected but potentially important part of your plan’s investment offerings.
Reviewing the plan menu
Enhance value for plan sponsors by guiding them through the complexities of today’s investment landscape, ensuring they meet their fiduciary responsibilities effectively.
Enhance participant outcomes
Align investment options with participants' goals and risk tolerances to help promote long-term savings and financial wellness.
Meet fiduciary responsibilities
Regular reviews help fulfill legal obligations, maintain compliance, and align with the investment policy statement (IPS).
Adapt to shifting marketing changes
Adjust the menu to reflect market trends and evolving participant demographics, managing risk and seeking opportunities.
Improve cost efficiency
Pursue fee reductions to potentially enhance total return while maintaining a diversified menu for return and risk management.
Explore our solutions
Franklin Templeton provides a wide range of solutions to help participants achieve their retirement planning goals. Discover our customized offerings, including active equity funds, fixed income options, and QDIA selections, designed to enhance your clients' investment menu.
Meet our team
Connect with your local Franklin Retirement Plan Specialist to explore a wide range of options and create a customized plan menu that meets the unique needs of your sponsor clients