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CCC is closed on Monday, January 19th in observance of President's Day.



Beaverton School District

Franklin Templeton

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

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 Landing Pages

Product and Fee Information

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

Marketing Information

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

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.

 

Beaverton 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 Beaverton - Franklin Templeton PLAN OR GROUP NUMBER: To Be Determined

Beaverton Local Contacts

Some investment companies have financial representatives authorized to do business on their behalves. Others have a do-it-yourself model utilizing robust online participant interfaces. The list below includes the most recent information available about the company's main avenue of contact as well as any local contacts.

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Franklin Templeton has not provided a "contact us" link. The moment they do, we'll post them here.

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 Beaverton 403(b) accounts. You may view that Signed Document here: Umbrella-ISA (pdf).

Employer Minimum Contribution

Beaverton does not require any monthly minimum contribution, however some Vendors may require a minimum contribution amount (see below).

Vendor Minimum Contribution

Franklin Templeton does not require any monthly contribution amount .

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)

Roth 403(b) Contribution Policy

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

Beaverton Vendor Information Page

Information concerning the contribution types, catch-ups, transactions allowed under the Beaverton 403(b) Plan and much more on the Beaverton Information Page, available by clicking here.