Advisor-only Webcast | Active Insights for volatile markets | January 24, 2019 | 1:15pm ET

Introducing PlanVisualizerTM

This powerful new tool shines a light on retirement plan design and participant readiness — at all ages and salary levels.

SEE HOW IT WORKS DOWNLOAD OVERVIEW (PDF)

Whether you're a plan participant or a plan sponsor, Putnam has designed its target-date strategies with your goals in mind. Built with convenient features, and to conserve wealth near retirement, the strategies can make retirement planning easier.

The glide path less traveled

More equities for early-career investors and more bonds near retirement are distinctive features of Putnam's target-date funds. Our new white paper explains how this approach is designed for more consistent outcomes for people saving for retirement.

Download our new white paper

401(k) reaches milestone as innovation continues

401(k) reaches milestone as innovation continues

As the 401(k) reaches milestone, the workplace savings plan continues its evolution, adapting to changing demographics and savers’ needs.

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MORE PERSPECTIVES POSTS

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Strategies to manage the repeal of the advisory fee deduction

Strategies to manage the repeal of the advisory fee deduction

The repeal of miscellaneous deductions, including the advisory fee deduction, may have an impact on some taxpayers’ filings.

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MORE WEALTH MANAGEMENT POSTS

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Search LinkedIn for referrals and prospects

Search LinkedIn for referrals and prospects

Learn how to use filters to identify prospects and narrow your search by second level connections, geographic location, companies, and more.

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MORE ADVISOR TECH TIPS POSTS

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THE ECONOMY THIS WEEK
  • Import and export prices fell
  • A gauge of consumer sentiment dropped
  • Eurozone industrial production declined

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