Retirement Solutions (DCIO)

Carillon Family of Funds offers a broad array of investment options overseen by highly regarded portfolio managers as well as a Retirement Solutions team dedicated to supporting advisors, investment analysts, record-keepers and platform distribution teams in the Defined Contribution Investment Only (DCIO) marketplace.

Focusing on the long term is what we do – by providing solutions designed to help plan participants reach their retirement goals and building lasting partnerships with retirement professionals.

Scorecards  |  Retirement Resources  |  Educational Resources

Keep Score

Carillon Tower Advisers offers resources to assist in better understanding our retirement offerings, including providing independent fund scoring to help evaluate retirement plan lineups.


RPAG

RETIREMENT PLAN ADVISORY GROUP
(RPAG) SCORECARD

How do select Carillon funds score?
The Retirement Plan Advisory Group (RPAGTM) Scorecard for the Carillon Family of Funds is designed to provide an independent assessment of select Carillon funds.

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Access Our Retirement Resources

Addressing Plan Advisor Needs

Carillon Family of Funds offers boutique products that specialize in asset classes that many consider crucial to the mainstream 401(k) participant. Portfolio managers strive to deliver superior fund performance without exposing investors to disproportionate risk—a tenet of the Carillon philosophy since the fund family's origins in 1985.


    Manager Commentary


  • Learn the latest insights and thoughts from our diverse and seasoned teams of portfolio managers.



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    Plan Participant
    Education


  • Review topical information designed for retirement plan investors.



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Retirement Literature

Educational Resources for Investors

Our Retirement Solutions Team is committed to equipping plan investors with information regarding retirement choices.

Defining Your Future

There's no better time to gain a better understanding of your finances and how you may view retirement plans.

Making Retirement Work For You

Are you striking the right balance of retirement income withdraws from your investment portfolio?

Timing is Everything

Do you know when you should take your Social Security? It is a personal decision that could have vital consequences.

Retirement Checklist

Our checklist helps to highlight some of the most commonly overlooked factors when saving for retirement.

Want More Information?

Contact Us

Our Retirement Solutions Team is here to answer all of your questions. Please note: Only financial advisors or plan sponsors may contact Michelle Lewis and the Retirement Solutions team.

Michelle Lewis
Head of Retirement Solutions
303.406.8888
michelle.lewis@carillontower.com

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