Defined contribution
DCIO Specialist Team
AK
WA
OR
ID
NV
CA
AZ
HI
MT
ND
WY
SD
CO
KY
AL
VA
NC
SC
AR
RI
NJ
WV
TN
MS
CT
PA
OH
IN
MO
OK
TX
MI
IA
IL
MA
NY
WI
KS
NM
ME
MN
NE
UT
NH
VT
DE
DC
MD
GA
LA
FL
DCIO specialists
NORTHEAST
NORTHWEST
External
Matthew Beaulieu
(916) 834-3397 [email protected]
External
Gary Giffen
(978) 821-4450 [email protected]
Internal
Chris Schurawel, CRPS®
(916) 463-4912 [email protected]
Internal
Greg Bourne, CRPS®
(727) 299-7226 [email protected]
MID-ATLANTIC AND NEW YORK METRO AREA
SOUTHWEST
External
Matt Kasa, CRPS®
Internal
Chris Schurawel, CRPS®
(516) 353-2871 [email protected]
External
Kevin Murphy
(201) 401-6491 [email protected]
(916) 463-4912 [email protected]
Internal
Greg Bourne, CRPS®
(727) 299-7226 [email protected]
SOUTHEAST
CENTRAL
External
Dave Waters
Internal
Leanne Luttges
(630) 258-2756 [email protected]
External
Jeff Petersen, CFP®, CIMA®
(404) 536-2972 [email protected]
(916) 463-4138 [email protected]
Internal
Ben Gustafson, LUTCF
(727) 299-7143 [email protected]
SOUTHCENTRAL
External
Bryan Bracchi
(214) 336-7713 [email protected]
Internal
Sharlene Ching
(916) 463-4028 [email protected]
Contact us at (800) 530-2432 to learn how Franklin Templeton can help your DC business.
Not FDIC Insured
| May Lose Value | No Bank Guarantee
Dealer and Registered Investment Advisor Use Only/Not for Distribution to the Public
Franklin, Templeton and Mutual Series Funds
A Shares
Advisor/Z Shares
R6 Shares
Franklin Growth Fund
FKGRX
FCGAX
FIFRX
Franklin Small Cap Growth Fund
FSGRX
FSSAX
FSMLX
FRDPX
FRDAX
FRISX
Franklin Small Cap Value Fund
FRVLX
FVADX
355 148 669
Mutual Shares Fund
TESIX
MUTHX
FMSHX
TEDIX
MDISX
354 026 775
Franklin International Growth Fund
FNGAX
FNGZX
FILRX
Franklin International Small Cap Growth Fund
FINAX
FKSCX
FCAPX
Templeton Foreign Fund
TEMFX
TFFAX
FTFGX
Franklin High Income Fund
FHAIX
FVHIX
353 538 606
Franklin Strategic Income Fund
FRSTX
FKSAX
354 713 323
Franklin U.S. Government Securities Fund
FKUSX
FUSAX
FGORX
Templeton Global Bond Fund
TPINX
TGBAX
FBNRX
Growth
Blend
Franklin Rising Dividends Fund
Value
Global
Mutual Global Discovery Fund
International
Fixed Income
Consider These Funds for Use as Qualified Default Investment Alternatives (QDIA)
A Shares
Advisor Shares
R6 Shares
Franklin Balanced Fund
FBLAX
FBFZX
353 612 575
Franklin Income Fund
FKINX
FRIAX
FNCFX
Franklin LifeSmart 2015 Retirement Target Fund
FTRAX
354 72P 620
354 72P 398
Franklin LifeSmart 2020 Retirement Target Fund
354 72P 356
354 72P 315
354 72P 323
Franklin LifeSmart 2025 Retirement Target Fund
FTRTX
354 72P 570
354 72P 380
Franklin LifeSmart 2030 Retirement Target Fund
354 72P 299
354 72P 257
354 72P 265
Franklin LifeSmart 2035 Retirement Target Fund
FRTAX
354 72P 539
354 72P 372
Franklin LifeSmart 2040 Retirement Target Fund
354 72P 240
354 72P 190
354 72P 216
Franklin LifeSmart 2045 Retirement Target Fund
FTTAX
354 72P 489
354 72P 364
Franklin LifeSmart 2050 Retirement Target Fund
354 72P 182
354 72P 141
354 72P 158
FT Conservative Allocation Fund
FTCIX
FTCZX
354 72P 430
FT Moderate Allocation Fund
FMTIX
FMTZX
354 72P 422
FT Growth Allocation Fund
FGTIX
FGTZX
354 72P 414
Your clients should carefully consider a fund’s investment goals, risks, charges, and expenses before investing. They should carefully read the prospectus
before they invest or send money. To obtain a prospectus, which contains this and other information, please call Sales and Marketing Services at
(800) DIAL BEN/342-5236 or visit franklintempleton.com.
Franklin Templeton Distributors, Inc.
One Franklin Parkway, San Mateo, CA 94403-1906
(800) 530-2432
franklintempleton.com
Dealer and Registered Investment Advisor Use Only/ Not for Distribution to the Public
© 2014 Franklin Templeton Investments. All rights reserved.
Franklin Templeton Investments
Your Source For:
• Mutual Funds
• 529 College Savings Plans
•Retirement
• Separately Managed Accounts
RDCIO MAP 01/14

Nature of Outsourced activity Location serviced Name of