The Franklin Templeton 403(b) Plan
Your work is important—so is preparing for your retirement
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. Below, you will find the Putnam fund list and a link to the communications distributed throughout this transition.
Contact us
If you have any questions that you need assistance with, you can reach out to us at 877.219.1229.
Resources
With the expertise behind Franklin Templeton’s investment options and Aspire’s industry-leading recordkeeping resources, the Franklin Templeton 403(b) Plan is designed to help boost your clients’ overall financial wellness and help them achieve their goals.
Resources
403(b) enrollment forms: Franklin plans
403(b) enrollment forms: Aspire plans
457(b) enrollment forms