Advisor-only Webcast | Growth themes for a changing economy | November 20, 2019

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

Millennial money drives 401(k) plan evolution

Millennial money drives 401(k) plan evolution

Growing in number, the Millennial generation is having an impact on the evolution of 401(k) plan design.

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MORE PERSPECTIVES 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