Advisor-only Webcast | Change the narrative around plan design using PlanVisualizer | April 3, 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

A success score for the 401(k)

A success score for the 401(k)

A traditional gauge of success for the 401(k) measures inputs, but companies also need to track outcomes to determine if a plan is successful.

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MORE PERSPECTIVES POSTS

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New strategies emerge for Roth conversions

New strategies emerge for Roth conversions

Under tax reform, taxpayers can still act on Roth conversions, but the option to recharacterize - or undo the conversion - is no longer available.

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MORE WEALTH MANAGEMENT POSTS

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Personalize your prospecting with these 4 LinkedIn connection invites

Personalize your prospecting with these 4 LinkedIn connection invites

With LinkedIn usage reaching its maturity stage, the days of simply hitting the “Connect” button to grow your network have passed. Writing personalized, specific, and memorable connection invitations is key to getting them accepted and starting those relationships off on the right foot.

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THE ECONOMY THIS WEEK
  • U.S. existing home sales surged
  • Eurozone construction output declined
  • The Federal Reserve held rates steady

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