Browsing Tag
Franklin Templeton
29 posts
Strategic Partners Unveiled for Franklin Templeton Group Plan Solution
Transamerica selected as recordkeeper, DWC—The 401(k) Experts will provide 3(16) services and LeafHouse Financial be the 3(38) investment fiduciary for new Franklin Templeton Retirement Group Plan Solution
What Personalization Means for 401ks: LNRS 2021
Franklin Templeton's Yaqub Ahmed emphasized the case for collaboration and aggregation, arguing the industry overall cares about driving better coverage and outcomes
DC Plan Participants to Gain from New Franklin Templeton-vWise Partnership
Franklin Templeton announced a strategic investment and collaboration with California-based vWise, Inc. to integrate technology, predictive analytics, behavioral…
Why a More Holistic View of Retirement is Emerging
Retirement today feels “less cookie-cutter” than it used to be, according to a new Franklin Templeton survey. Most…
Franklin Templeton, iGrad Partner on AI-Informed Financial Wellness Platform
Franklin Templeton is upping its financial wellness game with a new digital platform designed for financial professionals to…
Franklin Templeton Buys Legg Mason
Franklin Templeton announced Tuesday that it will acquire Legg Mason, Inc. for $50 per share of common stock…
Ten Years Later: What have Target Date Funds Learned About Recessions and 401(k) Plans?
The global financial crisis is more than ten years in the rear-view mirror and equity markets have reached new highs. A spurt of volatility at the end of 2018 reminded us just how painful a 10% drawdown in one month... Article Sponsored by: Franklin Templeton
HSA Anyone? Healthcare Costs Remain Top Retirement Concern
Paying for health expenses in retirement is the top expense concern among Americans, regardless of age, when compared…
Why Every Advisor Should Consider CITs for Their DC Plan Clients
From an advisor perspective, there are obvious advantages to focusing your practice on working with Defined Contribution (DC)…
Knock It Off—Social Security Isn’t Going Away
Forget Chicken Little-like predictions of Social Security’s demise. It’s a popular government program (we have never written that…