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Franklin Templeton
(aka: Franklin Templeton)
Vendor General Information

This Vendor Page has not been approved by Franklin Templeton,
but the information provided should be useful to you.

Franklin Templeton (aka: Franklin Templeton) - General Status

Franklin Templeton plans to have continued involvement in the 403(b) market. Franklin Templeton and has signed the CCC Umbrella ISA.

Franklin Templeton (aka: Franklin Templeton) Web Homepage

Franklin Templeton Homepage may be accessed here .

Product Information

Click the link(s) below for information on Franklin Templeton investment products:

Fee Information

Click the link(s) below for information on the fees associated with Franklin Templeton accounts:

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403(b) Investment Options

Franklin Templeton offers the following type(s) of 403(b) investment option:

  • 403(b)(7) Custodial Mutual Funds (No-Load)
  • 403(b)(7) Custodial Mutual Funds (Load)
  • 403(b)(7) Custodial Mutual Funds (Deferred Sales Charges)
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Roth 403(b) Contribution Policy

Franklin Templeton does NOT accept Roth 403(b) contributions.

Marketing Information

Investment products of Franklin Templeton are marketed using the following approaches:

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Helpful Employee Resources

Franklin Templeton has not provided a weblink to any online consumer education or financial planning tools or calculators they may or may not offer to assist participants with financial planning and education. The moment Franklin Templeton provides a weblink to us, we'll post it here immediately.

Active in Other CCC Employer 403(b) Plans

To see which other CCC Employers hold Active Payroll Slots with Franklin Templeton, please visit our General Franklin Templeton Page.

Vendor Page Maintainance

Vendors may manage their own CCC website pages via authorized logins available upon request. Vendors are invited to update their company and Employer-specific information (Plan or Group Number, Local Contacts, Product Information, Forms, etc.) regularly.

Vendor Forms and Online Submissions Links

Franklin Templeton has supplied the following forms which may be PDFs or online submittals:

Please contact Franklin Templeton to request any other type of forms you might need.

 

Employers for which Franklin Templeton (aka: Franklin Templeton) is Eligible to Receive Contributions

Important: The list below represents those Employers in whose 403(b) Plans Franklin Templeton holds an Active Payroll Slot:

Important: The list below represents those Employers in whose 403(b) Plans Franklin Templeton holds an Inactive Payroll Slot:

Employers for which Franklin Templeton is Eligible to Receive Exchanges, Transfers, and Rollovers

Important: The list below represents those Employers in whose 403(b) Plans Franklin Templeton is eligible to receive exchanges, transfers, and rollover contributions because Franklin Templeton has signed CCC's Umbrella Information Sharing Agreement:

Employers for which Franklin Templeton is an Orphaned Vendor

An Orphaned Vendor is a Vendor that received contributions under the Plan during the period 1/1/2005 through 12/31/2008, but has not and will not receive Contributions, Exchanges, Transfers, or Rollover Contributions into Accounts under the Plan after 12/31/2008. The list below represents those Employers in whose 403(b) Plans Franklin Templeton is classified as an Orphaned Vendor:

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Employers for which Franklin Templeton is a Deselected Vendor

Important: A Deselected Vendor is a vendor that held an Active or Inactive Payroll Slot an employer's 403(b) Plan and received contributions after 12/31/2008, but the vendor is no longer eligible to receive contributions in the plan. The list below represents the employer 403(b) plans where Franklin Templeton is a Deselected Vendor.

Employers for which Franklin Templeton is a Grandfathered Vendor

Important: The list below represents those Employers in whose 403(b) Plans Franklin Templeton is classified as a Grandfathered Contribution Vendor:

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Important: The list below represents those Employers in whose 403(b) Plans Franklin Templeton is classified as a Grandfathered Exchange Vendor:

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