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.
A success score for the 401(k)
A traditional gauge of success for the 401(k) measures inputs, but companies also need to track outcomes to determine if a plan is successful.
MORE PERSPECTIVES POSTS
Fewer estates taxed under tax reform, but state taxes still a concern
Under tax reform, the federal estate tax applies to fewer estates, yet more than a dozen states have estate or inheritance taxes.
MORE WEALTH MANAGEMENT POSTS
Survey shows 92% of social advisors gained new assets
In the latest release of the Putnam Social Advisor Survey, 92% of advisors using social media reported seeing asset gains attributable to social networking.
Putnam Social Advisor Survey
PUTNAM'S OUTLOOK
THE ECONOMY THIS WEEK
- The CPI increased
- A gauge of consumer sentiment declined
- Eurozone industrial production fell