Franklin Templeton Investments

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SEP IRA Literature

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IRA Disclosure Booklet

Date: 01/10

Includes Custodial Account Agreements and Disclosure Statements for Traditional, Roth, Rollover, SIMPLE and SEP IRAs.


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Retirement Plan Investment Choices

Date: 06/10

Lists all available funds for investment in Franklin Templeton retirement plans.


View  (80k)

SEP IRA Employee's Guide

Date: 07/09

Discusses the features and benefits of a Franklin Templeton SEP IRA and describes the steps to opening an account.


View  (248k)

SEP IRA Employee's Kit

Date: NA

Includes a brochure, forms and disclosure--everything an employee needs to open a Franklin Templeton SEP IRA.


View  (232k)

SIMPLE/SEP IRA Employee's Forms Booklet

Date: NA

Provides the forms and disclosure necessary to open a Franklin Templeton SIMPLE or SEP IRA.


View  (372k)

Small Business Plans Employer's Guide

Date: 01/10

Provides small business owners with an overview of the features and benefits of Franklin Templeton SIMPLE IRAs and SEP IRAs


View  (644k)

Small Business Plans Employer's Workbook and Forms

Date: NA

Provides employers with the forms and disclosure necessary to establish a Franklin Templeton SIMPLE IRAs or SEP IRAs. Includes a SIMPLE IRA Contribution Worksheet.


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Small Business Retirement Plans Employer's Kit

Date: NA

Includes everything a small business owner needs to establish Franklin Templeton SIMPLE IRAs or SEP IRAs. Includes an employer's brochure, workbook, forms and disclosure.


 

For U.S. residents only.