Franklin Templeton Taps Morningstar's Online Advice

April 11, 2001 ( - 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.

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.