Products November 4, 2001

Franklin Templeton Taps Morningstar's Online Advice

April 11, 2001 (PLANSPONSOR.com) - Morningstar ClearFuture, an online retirement advice feature for plan sponsors, will be available to customers of Franklin Templeton's record keeping and defined contribution plan services.
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Morningstar ClearFuture, currently available to 7,000 corporate retirement plans throughout the United States, offers research, education, investment guidance and advice for all levels of investors.

The feature’s goals-based approach allows participants to examine the relationships between:

  • long-term and short-term risk,
  • asset mix and
  • retirement income.

It then provides specific investment advice for creating a portfolio using the options available in the participant’s 401(k) plan.

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