Putnam Defined Contribution Services
It's powerful, easy to use, and available only from Putnam.
Call Putnam Retirement Services at 1-800-719-9914 to request a demonstration for your plan.
IMPORTANT: The projections, or other information generated by the Lifetime Income Analysis Tool regarding the likelihood of various investment outcomes, are hypothetical in nature. They do not reflect actual investment results and are not
guarantees of future results. The results may vary with each use and over time. The analyses present the likelihood of various investment outcomes if certain investment strategies or styles are undertaken, thereby serving as an additional
resource to investors in the evaluation of the potential risks and returns of investment choices.
Each simulation takes into account the participant’s current plan balance and investment mix, as well as his or her age, income, retirement date, contribution rate, likely future savings, and estimated Social Security benefit. The tool runs
over 50 billion market simulations to provide an estimate of a monthly income likely to be generated at retirement. The Lifetime Income Analysis Tool is an interactive investment tool designed for Putnam 401(k) participants to illustrate
the estimated impact of a participant’s plan balances and projected savings on income in retirement. The tool does not take into account post-tax contributions to savings. It also cannot account for dramatic changes in a participant’s personal
situation, including unexpected expenses and other financial situations that may negatively affect one’s estimated monthly income in retirement.
- Translates savings into estimated monthly retirement income
- Allows participants to easily model different outcomes
- Offers next steps to help boost income in retirement
- Provides a convenient way to adjust contributions and rebalance your portfolio
- Lets participants implement changes immediately
Investors should carefully consider the investment objectives, risks, charges, and expenses of a fund before investing. For a prospectus, or a summary prospectus if available, containing this and other information for any Putnam fund or product, contact your financial representative, call Putnam at 1-888-4-PUTNAM (1-888-478-8626), or click on the prospectus section to view or download a prospectus. Please read the prospectus carefully before investing.
© Putnam Retail Management