Introducing PlanVisualizerTM
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)
Information for plan participants:
Information for plan sponsors:
- Investment diversification tailored for retirement: Explore our strategies
- Optimizing the glide path for a smoother landing in retirement (PDF)
- Why stable value funds can benefit from the strategic use of guaranteed investment contracts (GICS) (PDF)
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.
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.
MORE PERSPECTIVES POSTS
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.
MORE WEALTH MANAGEMENT POSTS
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.
MORE ADVISOR TECH TIPS POSTS
PUTNAM'S OUTLOOK
THE ECONOMY THIS WEEK
- U.S. existing home sales surged
- Eurozone construction output declined
- The Federal Reserve held rates steady