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.
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.
We believe every U.S. worker and household has the right to experience financial wellbeing throughout each phase of life.”
Our business is serving plan sponsors and their participants
50+
DC plan sponsor relationships
20+
Years average team experience serving DC clients
35+
Dedicated retirement professionals
All data as of 3/31/2025.
TOP DC INSIGHT
Revisiting Capital Preservation in DC Plans
When was the last time you revisited your defined contribution (DC) plan's capital preservation options? Now is a critical time to review this often neglected but increasingly important part of your investment offerings.
Retirement and Workplace Research
More Insights
Looking for more information?
Contact a member of the Franklin Templeton Institutional team to learn more about investment strategies, solutions and services.