Advisor-only Webcast | Trade and tightening into 2019 | October 23, 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

Calibrate equity allocations with higher savings rates

Calibrate equity allocations with higher savings rates

Evidence of higher savings rates by plan participants make it reasonable to consider lower equity allocations across the glide path of target-date funds.

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MORE PERSPECTIVES POSTS

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Rules for NOLs change under tax reform

Rules for NOLs change under tax reform

Business owners may want to review their tax filing strategies as tax reform made some significant changes to the rules for managing net operating losses (NOLs).

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MORE WEALTH MANAGEMENT POSTS

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Alexa: Help me find a financial advisor

Alexa: Help me find a financial advisor

Soon, investors looking for services and products may rely more on voice assistants than typing a query on a keyboard. Get prepared with our easy guide.

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MORE ADVISOR TECH TIPS POSTS

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THE ECONOMY THIS WEEK
  • U.S. housing starts fell
  • A gauge of economic sentiment for Germany declined
  • Eurozone inflation rose

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