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Overview

Target date funds

Seeks to target the right risk at the right time for all plan participants, from those getting started to those in retirement.

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.

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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.

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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.

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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

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All investments involve risk, including possible loss of principal.

Please see each product's web page for specific details regarding investment objective, risks, performance, and other important information. Review this information carefully before you make any investment decision.

This material is intended to be of general interest 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. It does not constitute legal or tax advice. This material may not be reproduced, distributed or published without prior written permission from Franklin Templeton.

As a financial professional, only you can provide your customers personalized advice and investment recommendations tailored to their specific goals, individual situation, and risk tolerance.

Franklin Templeton does not provide 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. Franklin Distributors, LLC (FD, LLC) cannot guarantee that such information is accurate, complete or timely, and disclaims any liability arising out of your use of, or any tax portion taken in reliance on such information.

Franklin Distributors, LLC. Member FINRA/SIPC.

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