Sample benchmarking report Tools and Resources Clearly having something extra to share with your referral source partners is a differentiator. It will help both of you to develop a proposal that is more comprehensive and prospect appropriate. Franklin Templeton is offering this tool for your use, take advantage of this free resource and elevate your firm in the eyes of your referral sources.
DCIIA - Defined Contribution Plan Success Factors Tools and Resources The Defined Contribution Institutional Investment Association (DCIIA) offers valuable research, information and materials that focus on helping better decision making leading to improved retirement readiness.
The Intricate World of the Plan Administrator as a Plan Fiduciary Tools and Resources Download Page In The Members Area
Franklin Templeton’s comments to the DOL on its proposed fiduciary regulations Tools and Resources Download Page In The Members Area
Franklin Templeton - White paper on proposed Fiduciary Rule Tools and Resources Read Frankin Templeton's whitepaper "US Department of Labor Proposes Sweeping Changes to Definition of Investment Advice Fiduciaryunder ERISA."
Do I hire a Sales Professional - BPP Edited Version Sales and Networking Benefits Plans Plus, LLC submitted an edited version of the original worksheet, updating it to more closely meet their needs. Take a peek, you may find this version to be more applicable to your business.
QDIA Policy - Balanced Funds Human Resources The plan committee evaluated the following types of long-term QDIAs: 1) Group-Based Investment Products; 2) Individually-Based Investment Services; and 3) Individually-Based Investment Products.
QDIA Policy: Target Date Funds Human Resources The plan committee evaluated the following types of long-term QDIAs: 1) Group-Based Investment Products; 2) Individually-Based Investment Services; and 3) Individually-Based Investment Products.
QDIA Policies - A guide for Plan Sponsors Human Resources Widespread adoption of automatic enrollment has significantly increased the number of Americans who are participating in company-sponsored retirement plans.
QDIA Resources - A guide for Plan Advisors" Human Resources This Advisor Brief is part of a “QDIA Policy Kit” designed to help you systematically educate your clients on critical issues that will differentiate you from your competition. While these investments can hold a majority of plan assets, many plans fail to have an objective process in place to guide the fiduciaries in fulfilling their duty to prudently select and monitor the plan’s QDIA.