We are committed to offering DC plans a range of strategies that stay true to their philosophy and process, are easily understood by plan participants, and are appropriate for your workforce’s savings and retirement needs.
Our Approach
We are invested in your retirement plan's success
Our experienced team of defined contribution (DC) experts is here to partner with you to provide the best retirement and financial wellness outcomes for your plan's participants as possible.
We are actively involved in moving the DC industry forward. Our experienced team holds several board member positions and numerous memberships in leading workplace retirement industry organizations. We pride ourselves on being innovators. We have forged strategic partnerships with several fintech companies that are designing technology to bring scalable, personalized portfolio customization to plan participants. Whatever your needs may be, we are here to help you overcome your biggest challenges and help support the healthy operation of your plan.
Our unique perspective on retirement and the DC industry informs our approach to the market.
Strategies built for DC plans
Personalized portfolio technology for participants
We offer proprietary technology that allows for a personalized investment portfolio for participants—giving them customized guidance on their savings rate, tax-efficiency, Social Security, and projections on retirement readiness.
Plan sponsor & participant value-add services
Our DC team can tap into the deep resources of Franklin Templeton to help you navigate new regulatory changes, educate plan stakeholders, or provide insights into recent retirement and financial wellness trends.
Strategies
- Franklin Brandywine Global Income Optimiser Fund
- Franklin Brandywine Global Opportunistic Fixed Income Pool
- Franklin ClearBridge Canadian Equity Fund
- Franklin ClearBridge Canadian Small Cap Fund
- Franklin ClearBridge International Growth Fund
- Franklin ClearBridge Global Infrastructure Income Fund
- Franklin ClearBridge Emerging Markets Fund
- Franklin Canadian Core Plus Bond Fund
- Franklin Canadian Balanced Fund
- Franklin Canadian Money Market Fund
- Franklin Global Small-Mid Cap
- Franklin Global Real Assets Fund
- Franklin K2 Alternative Strategies Fund
- Franklin Innovation Fund
- Franklin LifeSmart Portfolios
- Franklin Unconstrained Global Equity Fund
- Franklin US Rising Dividend Fund
- Templeton Emerging Markets Fund
- Templeton Global Bond Fund
- Franklin Templeton Institutional Balanced Trust
- Templeton International Stock Trust
