Plan‑building tools for retirement advisors
Strengthen retirement plans. Enhance retirement readiness.
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?
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
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
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
Connect with your local Franklin retirement plan specialist to explore our suite of tools crafted to strengthen your retirement plan practice.
Important Information
This communication is general in nature and provided for educational and informational purposes only. It should not be considered or relied upon as legal, tax or investment advice or an investment recommendation, or as a substitute for legal or tax counsel. Any investment products or services named herein are for illustrative purposes only, and should not be considered an offer to buy or sell, or an investment recommendation for, any specific security, strategy or investment product or service. As a financial professional, only you can provide your customers with personalized advice and investment recommendations tailored to their specific goals, individual situation, and risk tolerance.
Franklin Templeton does not provide legal or tax advice. Federal and state laws and regulations are complex and subject to change, which can materially impact results. 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 position taken in reliance on, such information.
Your clients should carefully consider a fund's investment goals, risks, charges and expenses before investing. Download a prospectus, which contains this and other information. Your clients should carefully read a prospectus before they invest or send money.