Putnam Investments 401(K) participant experience helping to drive deferral rates up 25 percent

BOSTON, March 6, 2013 — Four years after the launch of its award-winning Lifetime Income Analysis experience, participants in Putnam Investments-administered 401(k) plans continue to take significant steps forward in increasing their level of retirement preparedness through use of the firm's unique lens on projected monthly income in retirement and its ability to enable nearimmediate action to improve one's savings trajectory. read more »

Date  
3/25/14 Putnam Investments receives Lipper awards for four mutual funds
3/6/14 Putnam Investments 401(K) participant experience helping to drive deferral rates up 25 percent
3/5/14 Putnam Investments receives #1 ranking for 401(k) Plan Sponsor website
2/27/14 Putnam Investments congratulates Ted Ligety, U.S. Ski Team and U.S. Snowboarding on sensational Olympic performances
2/25/14 Janney Montgomery Scott selects Putnam Investments to manage firm's nearly $250 million defined contribution plan
2/6/14 Putnam Investments' 'New ways of thinking' campaign to emphasize new drivers of investment returns in fast-changing market
1/24/14 Putnam Investments announces shareholder meeting schedule for Putnam closed-end funds *
1/21/14 Putnam Investments to bring peer comparison to the 401(K) savings realm
12/16/13 Putnam Investments receives third consecutive total client experience award from DALBAR
12/5/13 Putnam Investments recoginzed for service excellence by DALBAR
11/25/13 Putnam Investments announces special shareholder meetings for Putnam closed-end funds *
11/20/13 Putnam Investments to launch advertising campaign in support of the U.S. ski team and U.S. snowboarding as they prepare to take on the world in SOCHI
11/19/13 Putnam Investments defined contribution receives 47 "Best in Class" service awards in industry survery
10/2/13 Putnam Investments Survey on Social Media Points to Growing Importance for Financial Advisors to Leverage Social Networks to Connect, Communicate and Cultivate
9/9/13 Putnam Investments To Provide 401(K) Participants With Access To Financial Wellness Services To Help Plan and Prepare For Retirement
4/25/13 Savings behavior still key driver in reaching retirement security, according to third annual Lifetime Income Survey by Putnam Investments.
3/18/13 Putnam Investments launches six investment products designed to address ongoing volatility, changing tax environment, and need for new sources of income
3/15/13 Putnam Investments receives Lipper Fund awards for strong long-term-performance
3/12/13 Putnam Investments CEO Robert L. Reynolds calls for innovations in product, portfolio strategy and risk management to address investors' evolving needs
3/4/13 Putnam Health Cost Estimator is Launched To Raise Awareness of the Impact of Health Costs on Expected Monthly Retirement Income and Drive Action to Address Individuals’ Potential Shortfalls
2/20/13 Putnam Investments salutes Ted Ligety for winning three gold medals during historic performance at 2013 world ski championships
2/11/13 Putnam Investments ranked #1 in Barron's/Lipper best mutual-fund families report
2/1/13 Putnam Announces New Global Asset Allocation Leadership Team
1/14/13 Putnam Investments Receives "Total Client Experience" Award From Dalbar
1/8/13 Putnam Investments' Defined Contribution Business sets new highs in client satisfaction survey of plan sponsors
12/17/12 Putnam Investments to launch expanded web presence for defined contribution investment-only business
12/10/12 Putnam Investments Launches ‘Advisor Tech Tips’ Blog to Encourage Optimal Use of Leading Technologies in Building a Financial Advisor Practice
9/24/12 Putnam Investments Launches ‘Advisor Tech Tips’ Blog to Encourage Optimal Use of Leading Technologies in Building a Financial Advisor Practice
8/10/12 Putnam Investments Names Firm Veteran Darren Jaroch Portfolio Manager of Putnam Equity Income Fund
6/26/12 Putnam Investments Adds Three Industry Veterans to Retirement Sales Team
6/6/12 Putnam Investments Opens Office in China
5/24/12 Savings Behavior Remains a Dominant Factor in Driving Secure Retirement, According to New Lifetime Income Research from Putnam Investments
5/23/12 Critical Need For Americans To Weigh Future Monthly Health-Care Costs Against Expected Income In Retirement, According to Experts at Putnam Investments-Hosted Forum
5/14/12 Putnam Investments Names New External Wholesalers
5/9/12 Putnam Investments CEO Robert L. Reynolds Says Retirement Security is a "Vital National Challenge"
5/8/12 Putnam Investments to Offer New Retirement Share Classes to Qualified Retirement Plans
4/24/12 Putnam Investments Offers Key Income and Estate Tax Planning Strategies for 2012
3/13/12 Putnam Investments names Scott Sipple to Head Investment Product Management and Development
2/15/12 Putnam Investments selected to join Bank of America Merrill Lynch Advisor Alliance Program as a defined contribution provider
2/1/12 Putnam Investments to Provide Deeper, Dedicated Relationship Management to Both Wire Houses and Independent Broker-Dealers
1/25/12 Putnam Investments expands retirement sales team
1/19/12 Putnam Investments Builds out Institutional Consultant Relations Team
1/17/12 Putnam Investments is Named First Winner of DALBAR'S New "Total Client Experience" Award

* Indicates a closed-end press release

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3/28/14 https://www.putnam.com/static/pdf/distributions/distribution_2014_03_28.pdf
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3/25/14 https://www.putnam.com/static/pdf/distributions/distribution_2014_03_25.pdf
3/24/14 https://www.putnam.com/static/pdf/distributions/distribution_2014_03_24.pdf
3/21/14 https://www.putnam.com/static/pdf/distributions/distribution_2014_03_21_a.pdf
3/21/14 https://www.putnam.com/static/pdf/distributions/distribution_2014_03_21_b.pdf
3/21/14 https://www.putnam.com/static/pdf/distributions/distribution_2014_03_21_c.pdf
3/18/14 https://www.putnam.com/static/pdf/distributions/distribution_2014_03_18.pdf
3/14/14 https://www.putnam.com/static/pdf/distributions/distribution_2014_03_14.pdf
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2/21/14 https://www.putnam.com/static/pdf/distributions/distribution_2014_02_21.pdf
2/19/14 https://www.putnam.com/static/pdf/distributions/distribution_2014_02_19.pdf
2/18/14 https://www.putnam.com/static/pdf/distributions/distribution_2014_02_18.pdf
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1/8/14 https://www.putnam.com/static/pdf/distributions/distribution_2014_01_08.pdf
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6/14/12 https://www.putnam.com/static/pdf/distributions/distribution_2012_06_14.pdf
6/13/12 https://www.putnam.com/static/pdf/distributions/distribution_2012_06_13.pdf
5/25/12 https://www.putnam.com/static/pdf/distributions/distribution_2012_05_25.pdf
5/24/12 https://www.putnam.com/static/pdf/distributions/distribution_2012_05_24.pdf
5/23/12 https://www.putnam.com/static/pdf/distributions/distribution_2012_05_23.pdf
5/21/12 https://www.putnam.com/static/pdf/distributions/distribution_2012_05_21.pdf
5/17/12 https://www.putnam.com/static/pdf/distributions/distribution_2012_05_17.pdf
5/15/12 https://www.putnam.com/static/pdf/distributions/distribution_2012_05_15.pdf
5/11/12 https://www.putnam.com/static/pdf/distributions/distribution_2012_05_11.pdf
5/11/12 https://www.putnam.com/static/pdf/distributions/distribution_2012_05_11_ce.pdf *
4/26/12 https://www.putnam.com/static/pdf/distributions/distribution_2012_04_26.pdf
4/25/12 https://www.putnam.com/static/pdf/distributions/distribution_2012_04_25.pdf
4/24/12 https://www.putnam.com/static/pdf/distributions/distribution_2012_04_24.pdf
4/23/12 https://www.putnam.com/static/pdf/distributions/distribution_2012_04_23.pdf
4/19/12 https://www.putnam.com/static/pdf/distributions/distribution_2012_04_19.pdf
4/18/12 https://www.putnam.com/static/pdf/distributions/distribution_2012_04_18.pdf
4/16/12 https://www.putnam.com/static/pdf/distributions/distribution_2012_04_16.pdf
4/13/12 https://www.putnam.com/static/pdf/distributions/distribution_2012_04_13.pdf
4/13/12 https://www.putnam.com/static/pdf/distributions/distribution_2012_04_13_ce.pdf *
3/29/12 https://www.putnam.com/static/pdf/distributions/distribution_2012_03_29.pdf
3/28/12 https://www.putnam.com/static/pdf/distributions/distribution_2012_03_28.pdf
3/26/12 https://www.putnam.com/static/pdf/distributions/distribution_2012_03_26.pdf
3/22/12 https://www.putnam.com/static/pdf/distributions/distribution_2012_03_22.pdf
3/20/12 https://www.putnam.com/static/pdf/distributions/distribution_2012_03_20.pdf
3/16/12 https://www.putnam.com/static/pdf/distributions/distribution_2012_03_16.pdf
3/14/12 https://www.putnam.com/static/pdf/distributions/distribution_2012_03_14.pdf
3/13/12 https://www.putnam.com/static/pdf/distributions/distribution_2012_03_13.pdf
3/09/12 https://www.putnam.com/static/pdf/distributions/distribution_2012_03_09.pdf
3/09/12 https://www.putnam.com/static/pdf/distributions/distribution_2012_03_09_ce.pdf *
2/27/12 https://www.putnam.com/static/pdf/distributions/distribution_2012_02_27.pdf
2/24/12 https://www.putnam.com/static/pdf/distributions/distribution_2012_02_24.pdf
2/23/12 https://www.putnam.com/static/pdf/distributions/distribution_2012_02_23.pdf
2/21/12 https://www.putnam.com/static/pdf/distributions/distribution_2012_02_21.pdf
2/16/12 https://www.putnam.com/static/pdf/distributions/distribution_2012_02_16.pdf
2/14/12 https://www.putnam.com/static/pdf/distributions/distribution_2012_02_14.pdf
2/10/12 https://www.putnam.com/static/pdf/distributions/distribution_2012_02_10.pdf
2/10/12 https://www.putnam.com/static/pdf/distributions/distribution_2012_02_10_ce.pdf *
1/26/12 https://www.putnam.com/static/pdf/distributions/distribution_2012_01_26.pdf
1/25/12 https://www.putnam.com/static/pdf/distributions/distribution_2012_01_25.pdf
1/24/12 https://www.putnam.com/static/pdf/distributions/distribution_2012_01_24.pdf
1/23/12 https://www.putnam.com/static/pdf/distributions/distribution_2012_01_23.pdf
1/19/12 https://www.putnam.com/static/pdf/distributions/distribution_2012_01_19.pdf
1/18/12 https://www.putnam.com/static/pdf/distributions/distribution_2012_01_18.pdf
1/13/12 https://www.putnam.com/static/pdf/distributions/distribution_2012_01_13.pdf
1/04/12 https://www.putnam.com/static/pdf/distributions/distribution_2012_01_04.pdf
1/04/12 https://www.putnam.com/static/pdf/distributions/distribution_2012_01_04_ce.pdf *
12/29/11 https://www.putnam.com/static/pdf/distributions/distribution_2011_12_29.pdf
12/28/11 https://www.putnam.com/static/pdf/distributions/distribution_2011_12_28_a.pdf
12/28/11 https://www.putnam.com/static/pdf/distributions/distribution_2011_12_28_b.pdf
12/27/11 https://www.putnam.com/static/pdf/distributions/distribution_2011_12_27.pdf
12/23/11 https://www.putnam.com/static/pdf/distributions/distribution_2011_12_23.pdf
12/22/11 https://www.putnam.com/static/pdf/distributions/distribution_2011_12_22.pdf
12/21/11 https://www.putnam.com/static/pdf/distributions/distribution_2011_12_21_a.pdf
12/21/11 https://www.putnam.com/static/pdf/distributions/distribution_2011_12_21_b.pdf
12/20/11 https://www.putnam.com/static/pdf/distributions/distribution_2011_12_20_a.pdf
12/20/11 https://www.putnam.com/static/pdf/distributions/distribution_2011_12_20_b.pdf
12/19/11 https://www.putnam.com/static/pdf/distributions/distribution_2011_12_19_a.pdf
12/19/11 https://www.putnam.com/static/pdf/distributions/distribution_2011_12_19_b.pdf
12/16/11 https://www.putnam.com/static/pdf/distributions/distribution_2011_12_16_a.pdf
12/16/11 https://www.putnam.com/static/pdf/distributions/distribution_2011_12_16_b.pdf
12/15/11 https://www.putnam.com/static/pdf/distributions/distribution_2011_12_15.pdf
12/14/11 https://www.putnam.com/static/pdf/distributions/distribution_2011_12_14.pdf
12/13/11 https://www.putnam.com/static/pdf/distributions/distribution_2011_12_13_a.pdf
12/13/11 https://www.putnam.com/static/pdf/distributions/distribution_2011_12_13_b.pdf
12/12/11 https://www.putnam.com/static/pdf/distributions/distribution_2011_12_12.pdf
12/09/11 https://www.putnam.com/static/pdf/distributions/distribution_2011_12_09.pdf
12/09/11 https://www.putnam.com/static/pdf/distributions/distribution_2011_12_09_ce.pdf *
12/06/11 https://www.putnam.com/static/pdf/distributions/distribution_2011_12_06.pdf
12/05/11 https://www.putnam.com/static/pdf/distributions/distribution_2011_12_05.pdf
11/28/11 https://www.putnam.com/static/pdf/distributions/distribution_2011_11_28.pdf
11/25/11 https://www.putnam.com/static/pdf/distributions/distribution_2011_11_25.pdf
11/23/11 https://www.putnam.com/static/pdf/distributions/distribution_2011_11_23.pdf
11/22/11 https://www.putnam.com/static/pdf/distributions/distribution_2011_11_22.pdf
11/18/11 https://www.putnam.com/static/pdf/distributions/distribution_2011_11_18.pdf
11/17/11 https://www.putnam.com/static/pdf/distributions/distribution_2011_11_17.pdf
11/15/11 https://www.putnam.com/static/pdf/distributions/distribution_2011_11_15.pdf
11/11/11 https://www.putnam.com/static/pdf/distributions/distribution_2011_11_11_ce.pdf *
11/11/11 https://www.putnam.com/static/pdf/distributions/distribution_2011_11_11.pdf
10/26/11 https://www.putnam.com/static/pdf/distributions/distribution_2011_10_26.pdf
10/25/11 https://www.putnam.com/static/pdf/distributions/distribution_2011_10_25.pdf
10/24/11 https://www.putnam.com/static/pdf/distributions/distribution_2011_10_24.pdf
10/21/11 https://www.putnam.com/static/pdf/distributions/distribution_2011_10_21.pdf
10/19/11 https://www.putnam.com/static/pdf/distributions/distribution_2011_10_19.pdf
10/18/11 https://www.putnam.com/static/pdf/distributions/distribution_2011_10_18.pdf
10/14/11 https://www.putnam.com/static/pdf/distributions/distribution_2011_10_14.pdf
10/10/11 https://www.putnam.com/static/pdf/distributions/distribution_2011_10_10_ce.pdf *
09/29/11 https://www.putnam.com/static/pdf/distributions/distribution_2011_09_29.pdf
09/28/11 https://www.putnam.com/static/pdf/distributions/distribution_2011_09_28.pdf
09/27/11 https://www.putnam.com/static/pdf/distributions/distribution_2011_09_27.pdf
09/26/11 https://www.putnam.com/static/pdf/distributions/distribution_2011_09_26.pdf
09/22/11 https://www.putnam.com/static/pdf/distributions/distribution_2011_09_22.pdf
09/20/11 https://www.putnam.com/static/pdf/distributions/distribution_2011_09_20.pdf
09/16/11 https://www.putnam.com/static/pdf/distributions/distribution_2011_09_16.pdf
09/14/11 https://www.putnam.com/static/pdf/distributions/distribution_2011_09_14.pdf
09/13/11 https://www.putnam.com/static/pdf/distributions/distribution_2011_09_13.pdf
09/09/11 https://www.putnam.com/static/pdf/distributions/distribution_2011_09_09.pdf
09/09/11 https://www.putnam.com/static/pdf/distributions/distribution_2011_09_09_ce.pdf *
08/26/11 https://www.putnam.com/static/pdf/distributions/distribution_2011_08_26.pdf
08/25/11 https://www.putnam.com/static/pdf/distributions/distribution_2011_08_25.pdf
08/24/11 https://www.putnam.com/static/pdf/distributions/distribution_2011_08_24.pdf
08/23/11 https://www.putnam.com/static/pdf/distributions/distribution_2011_08_23.pdf
08/19/11 https://www.putnam.com/static/pdf/distributions/distribution_2011_08_19.pdf
08/16/11 https://www.putnam.com/static/pdf/distributions/distribution_2011_08_16.pdf
08/03/11 https://www.putnam.com/static/pdf/distributions/distribution_2011_08_03.pdf
08/03/11 https://www.putnam.com/static/pdf/distributions/distribution_2011_08_03_ce.pdf *
07/27/11 https://www.putnam.com/static/pdf/distributions/distribution_2011_07_27.pdf
07/26/11 https://www.putnam.com/static/pdf/distributions/distribution_2011_07_26.pdf
07/25/11 https://www.putnam.com/static/pdf/distributions/distribution_2011_07_25.pdf
07/21/11 https://www.putnam.com/static/pdf/distributions/distribution_2011_07_21.pdf
07/19/11 https://www.putnam.com/static/pdf/distributions/distribution_2011_07_19.pdf
07/18/11 https://www.putnam.com/static/pdf/distributions/distribution_2011_07_18.pdf
07/14/11 https://www.putnam.com/static/pdf/distributions/distribution_2011_07_14.pdf
08/03/11 https://www.putnam.com/static/pdf/distributions/distribution_2011_07_13_ce.pdf *
06/27/11 https://www.putnam.com/static/pdf/distributions/distribution_2011_06_23.pdf
06/21/11 https://www.putnam.com/static/pdf/distributions/distribution_2011_06_21.pdf
06/16/11 https://www.putnam.com/static/pdf/distributions/distribution_2011_06_16.pdf
06/14/11 https://www.putnam.com/static/pdf/distributions/distribution_2011_06_14.pdf
06/13/11 https://www.putnam.com/static/pdf/distributions/distribution_2011_06_13_ce.pdf *
06/13/11 https://www.putnam.com/static/pdf/distributions/distribution_2011_06_13_a.pdf
06/13/11 https://www.putnam.com/static/pdf/distributions/distribution_2011_06_13_b.pdf
05/25/11 https://www.putnam.com/static/pdf/distributions/distribution_2011_05_25.pdf
05/24/11 https://www.putnam.com/static/pdf/distributions/distribution_2011_05_24.pdf
05/23/11 https://www.putnam.com/static/pdf/distributions/distribution_2011_05_23.pdf
05/19/11 https://www.putnam.com/static/pdf/distributions/distribution_2011_05_19.pdf
05/18/11 https://www.putnam.com/static/pdf/distributions/distribution_2011_05_18.pdf
05/16/11 https://www.putnam.com/static/pdf/distributions/distribution_2011_05_16.pdf
05/13/11 https://www.putnam.com/static/pdf/distributions/distribution_2011_05_13_ce.pdf *
05/13/11 https://www.putnam.com/static/pdf/distributions/distribution_2011_05_13.pdf
04/27/11 https://www.putnam.com/static/pdf/distributions/distribution_2011_04_27.pdf
04/26/11 https://www.putnam.com/static/pdf/distributions/distribution_2011_04_26.pdf
04/25/11 https://www.putnam.com/static/pdf/distributions/distribution_2011_04_25.pdf
04/20/11 https://www.putnam.com/static/pdf/distributions/distribution_2011_04_20.pdf
04/18/11 https://www.putnam.com/static/pdf/distributions/distribution_2011_04_18.pdf
04/15/11 https://www.putnam.com/static/pdf/distributions/distribution_2011_04_15_ce.pdf *
04/15/11 https://www.putnam.com/static/pdf/distributions/distribution_2011_04_15.pdf
04/14/11 https://www.putnam.com/static/pdf/distributions/distribution_2011_04_14.pdf

* Indicates a closed-end press release

Date  
July 2013 Fixed-Income Outlook, In this sector-by-sector analysis of the fixed-income markets, Putnam’s Co-Heads of Fixed Income offer their assessment of investment opportunities ahead. (PDF)
July 2013 Capital Markets Outlook, QE tapering talk may trigger more turmoil, but the U.S. recovery remains resilient, and risk assets offer attractive potential. (PDF)
April 2013 Thinking outside the index, Attractive income investments exist today outside of the Barclays Capital U.S. Aggregate Bond Index. (PDF)
April 2013 Opportunity in leveraged companies, Securities of leveraged companies often benefit from economic recovery. Read about Putnam's approach. (PDF)
April 2013 New thinking, new solutions, At Putnam, we believe that the preservation and growth of wealth through investing is an active endeavor. Accordingly, this paper explores how investment innovation is an imperative at our firm. (PDF)
April 2013 Lifetime Income Scores III: Our latest assessment of retirement preparedness in the United States, Now in its third year, our annual study of retirement preparedness incorporates new data on the impact of factors like inheritance and mortality rates for common health conditions. (PDF)
February 2013 Seeking a better balance: Putnam’s dynamic risk allocation strategy, Putnam’s take on risk parity is a multi-faceted approach targeting risk-adjusted return potential across asset-classes, in bull and bear market periods, and in lower-volatility securities. (PDF)
January 2013 Absolute return investing, The fundamentals of absolute return investing: diversification, flexibility, and risk management. (PDF)
January 2013 Holding the middle ground with convertible securities, With characteristics of stocks and bonds, convertible securities can help diversify a portfolio. (PDF)
January 2013 Smoothing out the rough patches, Absolute return in a portfolio may help provide a less volatile investment experience. (PDF)
December 2012 A time for leadership, Achieving sustainable fiscal solvency in the United States may be the key policy challenge of our time. (PDF)
October 2012 From crisis to financial reform, U.S. banks have recapitalized as European banks still struggle with a sovereign debt crisis. Our sector analysts discuss the industry’s positive trends as well as risks. (PDF)
September 2012 Independent equity research: How we do it, and why it matters to investors, Member of Putnam's equity research team explain their philosophy and practice of independent equity research, including their emphasis on developing high-conviction, non-consensus views. (PDF)
June 2012 Policy impasse and the repricing of risk, With policy options running out for the developed world economies, growth volatility may be on the rise and out-of-benchmark sectors in fixed income may matter more to investors. (PDF)
March 2012 Resisting the policy threat to retirement savings, Finding lifelong income solutions may require looking no further than today's retirement plans. (PDF)