PLANADVISER - March/April 2019 - 7

HIS PRIORITIES
ARE CHANGING.
IS YOUR DC
PLAN READY?
DC plans can better serve the unique needs of
near-retirees by implementing a Retirement Tier.
What is it? A Retirement Tier is a complement
to the classic three-tiered investment menu,
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Find out how at
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This communication is general in nature and provided for educational and informational purposes only. It should not be
considered or relied upon as legal, tax or investment advice or an investment recommendation, or as a substitute for legal or
tax counsel. Any investment products or services named herein are for illustrative purposes only, and should not be considered an
offer to buy or sell, or an investment recommendation for, any specifi c security, strategy or investment product or service. Always
consult a qualifi ed professional or your own independent fi nancial advisor for personalized advice or investment recommendations
tailored to your specifi c goals, individual situation, and risk tolerance.
© 2019 Franklin Templeton Distributors, Inc. All rights reserved.

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PLANADVISER - March/April 2019

Table of Contents for the Digital Edition of PLANADVISER - March/April 2019

2019 PLANSPONSOR Retirement Plan Advisers of the Year
Coaching the Committee
When Savers Exceed the Limit
The Role of Alternatives
Buyer Beware!
Are Personal Advisers ERISA Fiduciaries
Unrelated Taxable Income and Pensions
An IPS Is Not Required
PLANADVISER - March/April 2019 - C1
PLANADVISER - March/April 2019 - FC1
PLANADVISER - March/April 2019 - FC2
PLANADVISER - March/April 2019 - C2
PLANADVISER - March/April 2019 - 1
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PLANADVISER - March/April 2019 - 3
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PLANADVISER - March/April 2019 - 21
PLANADVISER - March/April 2019 - 2019 PLANSPONSOR Retirement Plan Advisers of the Year
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PLANADVISER - March/April 2019 - 39
PLANADVISER - March/April 2019 - 40
PLANADVISER - March/April 2019 - 41
PLANADVISER - March/April 2019 - Coaching the Committee
PLANADVISER - March/April 2019 - 43
PLANADVISER - March/April 2019 - 44
PLANADVISER - March/April 2019 - 45
PLANADVISER - March/April 2019 - When Savers Exceed the Limit
PLANADVISER - March/April 2019 - 47
PLANADVISER - March/April 2019 - 48
PLANADVISER - March/April 2019 - 49
PLANADVISER - March/April 2019 - The Role of Alternatives
PLANADVISER - March/April 2019 - 51
PLANADVISER - March/April 2019 - Buyer Beware!
PLANADVISER - March/April 2019 - 53
PLANADVISER - March/April 2019 - Are Personal Advisers ERISA Fiduciaries
PLANADVISER - March/April 2019 - Unrelated Taxable Income and Pensions
PLANADVISER - March/April 2019 - An IPS Is Not Required
PLANADVISER - March/April 2019 - C3
PLANADVISER - March/April 2019 - C4
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