Tools to improve retirement readiness
In a landscape of evolving plan designs, shifting regulations and expanding investment options—are you equipping your clients to help their participants thrive?
Our customized toolkit can be the answer. As a partner of Franklin Templeton, you gain on‑demand access to powerful tools and expert support designed to elevate participant readiness and drive better outcomes.
Features include the ability to:
- Evaluate and benchmark target‑date series against industry peers
- Prioritize and implement plan‑design enhancements
- Compare your 401(k) lineup to industry standards and best practices
Ready to do more for your employer‑sponsored clients and position participants for success?
EVALUATE TARGET-DATE FUNDS
See target-date strategies through a new lens
Our TargetDateVisualizer tool helps you provide plan sponsors with objective criteria to choose the best target date series for their clients' needs.
Features include the ability to:
- Help advisors evaluate target date series
- Provide objective criteria for selection
- Highlight different glide paths
ENHANCE CLIENT OUTCOMES
Prioritize changes to retirement plan design
Access our PlanVisualizer tool to help you understand and prioritize changes to your clients' retirement plan design.
Features include the ability to:
- Analyze plan features for changes
- Use participant data for tailored solutions
- Test scenarios to boost retirement readiness
EXAMINE BENCHMARKS
Compare 401(k) plans to industry standards
Leverage our benchmark reports tool to help employer‑sponsored clients understand how their 401(k) plan compares to peers.
Features include the ability to:
- Evaluate 401(k) plans with benchmarks
- Compare to other companies
- Assess market segment performance
Want a demo?
Connect with your local Franklin Retirement Plan Specialist to explore our suite of tools crafted to strengthen your retirement plan practice.