TargetDateVisualizer by Franklin Templeton
The TargetDateVisualizer tool helps advisors provide plan sponsors with objective criteria to choose the best target date series for their clients' needs.
Choosing the right target-date strategy can significantly impact participant outcomes—even when options appear similar on the surface. Tools like TargetDateVisualizer highlight key differences in glide path design by providing clear, side-by-side comparisons of asset allocations across vintages. Use these insights to guide informed, philosophy-aligned decisions that support plan goals and long-term retirement readiness.
| Feature List: | TargetDateVisualizer |
|---|---|
| Explore glide path differences beyond fixed-income and equity splits |  |
| Answer simple questions to align with plan objectives | |
| Select and compare multiple target date strategies | |
| Review detailed characteristics and investment breakdowns | |
| Generate and customize a report to support recommendations | |
| Connect with a DC Investment Specialist for further guidance | |
Contact your advisor consultant today for more information on how to get started. We can help you test drive the tool.
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.