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.
Shaping the curve in glide path design
In designing an optimal glide path for a target date fund, it is critical to focus on portfolio size, investor time horizon, and volatility.
MORE PERSPECTIVES POSTS
Understanding the paths to securing college financial aid
College financial aid plays a critical role for many families paying tuition and some colleges and universities require two types of aid applications.
MORE WEALTH MANAGEMENT POSTS
Advisors: Jump into Instagram with these 10 accounts to follow
With 800 million monthly active users, Instagram is now a major player in social media. Almost 40% of financial advisors have taken to Instagram for business purposes. Get started on Instagram by following these 10 accounts.
MORE ADVISOR TECH TIPS POSTS
PUTNAM'S OUTLOOK
THE ECONOMY THIS WEEK
- U.S. CPI increased
- A gauge of U.S. consumer sentiment rose
- Germany’s factory orders fell