DCIO Solutions:
A World of Investment Opportunity

Franklin Templeton’s DCIO Solutions works exclusively with retirement plan advisors but is not tied to a specific retirement plan service provider. We aim to support your business within whatever platform best suits your clients.

DCIO Solutions was created to help you successfully navigate the world of investment opportunities offered by Franklin Templeton. With over 110 mutual funds, of which 70 are available for retirement plan purchase, Franklin Templeton Investments offers a wide range of plan investment options for your defined contribution clients.

As a leader in the retirement marketplace, Franklin Templeton manages more than $150 billion in over 1 million U.S. retirement accounts.* This scale is a product of our long, proven record of professional management and our continuous commitment to create and manage the best fund investment options possible.

Whether your retirement plan clients need QDIA-eligible retirement target-date funds, specialized diversification or core funds to form the foundation of a broadly diversified line-up of investment options for plan participants, Franklin Templeton Investments is positioned to help you.

Being Successful
Means Being Informed

Experienced The DCIO Sales Team has the experience to provide valued insight. Given the magnitude of your decisions, you need a dependable provider. At Franklin Templeton, our experience is your advantage.

Specialized We know that retirement industry professionals have specific needs—whether you are an advisor supporting existing
401(k) plan sponsors or you are prospecting for new retirement plan business. From performance information to insightful fund manager commentary and economic analysis, we provide the data you need to execute responsible decisions for your clients.

Relevant DCIO Solutions was specifically created to work with the defined contribution marketplace. Our goal is to provide value-add material and information that enhances your effectiveness and understanding in all areas of the sales process.  Below are examples of the types of resources that are available.

Independent No single plan provider is a perfect choice for every client. After all, hard-won customers deserve solutions that fit their individual needs. DCIO Solutions is not tied to a specific retirement plan service provider. We aim to support your business within whatever platform that best suits your clients. Franklin Templeton’s DCIO Solutions is well positioned to support your efforts on behalf of your clients. Let our breadth of fund choices, specialized services and dedicated team help you gain an advantage in this marketplace.

Our team will work with your sales staff, sales desks and home office to provide sales and marketing support. As your dedicated resource, we are ready to provide:

• Sales training
• Marketing support
• Product information
• Client education

*As of March 31, 2010