Defined Contribution Plans

We take an interactive, consultative approach to helping plan sponsors achieve their optimal plan design and improve outcomes for their participants. Contact us to learn more about how we can partner with you to help meet your objectives.

Our Approach

With more than 20 years of experience serving the unique needs of defined contribution plans, we’ve developed a perspective that enables us to stay in front of the evolving needs of DC plan sponsors and plan members. So we are pleased to be able to offer defined contribution ESG solutions, including our Franklin LifeSmart® Sustainable Portfolios, a suite of ESG-tilted, multi-asset, target-date portfolios. We are also able to offer customized ESG solutions reflecting the priorities of your organization.

Our unique perspective on retirement and the DC industry informs our approach to the market.

Our unique perspective on retirement and the DC industry informs our approach to the market.

Take a longitudinal view of participants’ careers across multiple employers and plans.

Consider the retirement readiness of households, not just individuals.

SELECT STRATEGIES

  • Franklin Bissett Canadian Balanced Fund
  • Franklin Bissett Canadian Equity Fund
  • Franklin Bissett Core Plus Bond Fund
  • Franklin Bissett Money Market Fund
  • Franklin Bissett Small Cap Fund
  • Franklin Brandywine Global Sustainable Income Optimiser Fund
  • Franklin Brandywine Global Opportunistic Fixed Income Pool
  • Franklin ClearBridge Sustainable International Growth Fund
  • Franklin ClearBridge Sustainable Global Infrastructure Income FundFranklin Global Small-Mid Cap
  • Franklin Global Real Assets Fund
  • Franklin K2 Alternative Strategies Fund
  • Franklin Innovation Fund
  • Franklin LifeSmart Sustainable Portfolios
  • Franklin Martin Currie Sustainable Emerging Markets Fund
  • Franklin Martin Currie Sustainable Global Equity Fund
  • Franklin Templeton Institutional Balanced Trust

Systematic

  • Franklin US Rising Dividend Fund
  • Templeton Emerging Markets Fund
  • Templeton Global Bond Fund
  • Templeton Global Bond Fund (Hedged)
  • Templeton Global Equity Trust
  • Templeton Global Stock Trust
  • Templeton International Stock Trust

Our Team

Chris Wright

Chris Wright
Vice President, Institutional Investment Services

Kin Chin, CFA

Kin Chin, CFA
Vice President, Institutional Investment Services