Advisor-only Webcast | Growth themes for a changing economy | November 20, 2019 | 1:15pm ET

Get to know Putnam's target-date strategies

Whether you're a plan participant or a plan sponsor, Putnam has designed its target-date strategies with your goals in mind. Built with convenient features, and to conserve wealth near retirement, the strategies can make retirement planning easier.

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.

Download our new white paper

Linking impact and performance

Linking impact and performance

Often, the same elements that create environmental and social benefits are driving positive financial performance.

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MORE PERSPECTIVES POSTS

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Proposed RMD changes could help retirees keep more of their savings

Proposed RMD changes could help retirees keep more of their savings

The federal government wants to update the life expectancy projections that investors use to calculate an RMD from retirement accounts.

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MORE WEALTH MANAGEMENT POSTS

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Client year-end planning made easier with FundVisualizer

Client year-end planning made easier with FundVisualizer

In this season of year-end meetings, FundVisualizer can speed up your portfolio reviews with clients. It can help identify investments best-suited for their needs. If you’re considering rebalancing your clients’ portfolios or changing funds at year-end, you can utilize FundVisualizer to compare and analyze new funds. And you can model different portfolio outcomes to identify new opportunities. FundVisualizer can also help to easily create and share year-end reports for your clients.

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Putnam Social Advisor Survey

Putnam Advisor Social Media Survey

See the 2019 results