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Sample benchmarking report

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.

QDIA Policy - Balanced Funds

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

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 Resources - A guide for Plan Advisors"

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.
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Insight and information to help you
manage and grow your business.