The Franklin Templeton 403(b) / 457
Retirement saving for those who make a difference
Putnam conversion information
Putnam recently transitioned their 403(b) business to Franklin Templeton, in partnership with Aspire. Full account access was restored through Aspire on August 28, 2025. Details on accessing your new account have been provided by Aspire via a welcome letter, sent either by email (if you opted for electronic delivery) or physical mail. Until the comprehensive conversion between Putnam and Franklin Templeton is finalized, their funds will be maintained in separate accounts. Below, you will find the Putnam fund lists and a link to all communications distributed throughout this transition.
Contact us
If you have any questions that you need assistance with, you can reach out to us at 877.294.4790.
Resources
With the investment expertise of leading fund manager Franklin Templeton and Aspire’s retirement planning resources, the Franklin Templeton 403(b) Plan is designed to help boost your overall financial wellness and help you achieve your goals. Securely submit forms online here.
Resources
Franklin Templeton commission-based funds
Franklin Templeton fee-based funds
Financial Professional Brochure
403(b) enrollment forms: Franklin plans
Exchange, Transfer, or Rollover Request
403(b) enrollment forms: Aspire plans
Exchange, Transfer, or Rollover Request
457(b) enrollment forms