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.
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.
MORE PERSPECTIVES POSTS
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.
MORE WEALTH MANAGEMENT POSTS
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.
MORE ADVISOR TECH TIPS POSTS
PUTNAM'S OUTLOOK
THE ECONOMY THIS WEEK
- Import and export prices fell
- A gauge of consumer sentiment dropped
- Eurozone industrial production declined