Advisor-only Webcast | Unleashing the power of LinkedIn | June 12, 2018 | 1:15pm ET

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)

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

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.

Read more


MORE PERSPECTIVES POSTS

See more 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.

Read more


MORE WEALTH MANAGEMENT POSTS

See more 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.

Read more


MORE ADVISOR TECH TIPS POSTS

See more posts

THE ECONOMY THIS WEEK
  • U.S. CPI increased
  • A gauge of U.S. consumer sentiment rose
  • Germany’s factory orders fell

Read full report