Aggregates the many aspects of retirement plan implementation, so employers can focus on running their business and not the burdens generally associated with managing a retirement plan.
"Nearly 57 million American workers don’t have access to an employer-sponsored retirement plan."1
Franklin Templeton wants to remove the burdens of retirement plan setup and management for businesses and financial professionals. Thanks to regulatory changes and new product design, establishing a workplace retirement plan has never been easier or more streamlined. Learn about the key benefits to both employers and financial professionals.
Simplifying Workplace Retirement Plans
Pooled retirement plans offer an easy, turnkey solution2 by providing:
1
Plan administration
2
Fiduciary services
3
Plan investment menu and oversight
Employers can benefit from:
Simplicity
Outsourced responsibility
Employers can reduce investment fiduciary responsibilities and significantly reduce the plan’s administrative tasks.
Cost benefits
Businesses are potentially able to lower their overall plan costs through economies of scale on administrative and investment fiduciary services.2
Financial Professionals can benefit from:
Ease of implementation
Help businesses who may have objected in the past due to historical administrative burdens quickly and easily start a workplace retirement plan.
Added revenue streams
Expand relationships with small business owner clients by providing additional solutions to meet their holistic needs.
Scalability
An easy and repeatable process provides a scalable approach to providing access to retirement savings for more small businesses.
Contact Us
Please contact one of our retirement plan specialists
(800) 342-5236
[email protected]
