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.
Interest-rate risk is elevated
Gains in employment may herald greater rate risk, giving investors reason to consider income opportunities outside of traditional bond benchmarks.
MORE PERSPECTIVES POSTS
How to use a 401(k) to supercharge a Roth IRA
Despite income restrictions there may be a way to super-charge your Roth IRA by using a provision for 401(k) plans.
MORE WEALTH MANAGEMENT POSTS
Five key findings from Putnam’s Social Advisor Survey
Our latest Social Advisor Survey shows that social media is changing advisor-client relationships for the better both professionally and personally.
MORE ADVISOR TECH TIPS POSTS
PUTNAM'S OUTLOOK
THE ECONOMY THIS WEEK
- U.S. CPI increased
- Small business optimism reached a record high
- Germany’s industrial production rose