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.
Putting savers at the center of retirement plans
In the past decade, investors have poured significant assets into target date funds, but savings in retirement vintages have been shrinking.
MORE PERSPECTIVES POSTS
Number of taxpayers owing AMT to decline under tax law
Fewer taxpayers will have to pay the alternative minimum tax (AMT) because of changes resulting from the Tax Cuts and Jobs Act (TCJA).
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. consumer prices increased
- A gauge of U.S. consumer sentiment rose
- Eurozone industrial production declined