Plans that adopted a Putnam Pre-Approved Profit Sharing/401(k) (011) or Money Purchase Pension Plan (012) documents (typically established prior to 1/1/2002 and considered individually-designed plans after 12/31/2024) may download the following documents:
Please note that these documents are applicable only for the 2024 filing year. After your plan transitions to PCS Retirement, Putnam will no longer be classified as a covered service provider.