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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.

Information for plan sponsors:

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 white paper explains how this approach is designed for more consistent outcomes for people saving for retirement.

Download our white paper

Consider the ripple effects of a Roth conversion

Consider the ripple effects of a Roth conversion

Here are several considerations including possible impacts on future taxes for individuals considering a Roth conversion.

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Retirement planning from every angle with Putnam's VisualizerSuite.

Explore the Morningstar universe and discover new opportunities for your clients. Explore, compare, and share ETFs and mutual funds with FundVisualizer®

Model scenarios such as auto-enrollment, automatic increases and various plan matches, and see their potential costs with PlanVisualizer™

Find out why there's more to target-date strategies than just performance. See what separates target-date strategies with TargetDateVisualizer®