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 .
Click the link(s) below for information on Franklin Templeton investment products:
Click the link(s) below for information on the fees associated with Franklin Templeton accounts:
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)
- End of List
Roth 403(b) Contribution Policy
Franklin Templeton does NOT accept Roth 403(b) contributions.
Investment products of Franklin Templeton are marketed using the following approaches:
- End of List Declared by Franklin Templeton
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.
Franklin Templeton (aka: Franklin Templeton) - Tacoma Status
This Vendor is an 'Exchange Only Vendor' in this District's 403(b) Plan.
Franklin Templeton Plan Number
When contacting Franklin Templeton or its local contacts, have ready your Tacoma - Franklin Templeton GROUP NUMBER: To Be Determined
When contacting Franklin Templeton or its local contacts, you may require the Tacoma EIN: 916001553
Tacoma Local Contacts
Some authorized investment companies have numerous financial representatives authorized to do business on their behalves. Others have no agents at all. The list below includes the most recent information available about the company's main avenue of contact as well as any local contacts for Franklin Templeton on Tacoma list of authorized vendors.
Request Additional Information from Franklin Templeton
Contact Franklin Templeton directly if you have additional questions about Franklin Templeton products or services.
Information Sharing Agreement, If Applicable
Franklin Templeton has signed an Umbrella Information Sharing Agreement with CCC and is eligible to receive Exchanges Within, Plan-to-Plan Transfers Into, or Rollover Contributions Into Tacoma 403(b) accounts. You may view that Signed Document here: Umbrella-ISA (pdf).
Employer Minimum Contribution
does not require any monthly minimum contribution, however some Vendors may require a minimum contribution amount (see below).
Vendor Minimum Contribution
does not require any monthly contribution amount
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.
Tacoma Vendor Information Page
Information concerning the contribution types, catch-ups, transactions allowed under the Tacoma 403(b) Plan and much more on the Tacoma Information Page, available by clicking here.