Putnam notes that the site offers streamlined access – just two mouse clicks – to most requested information; facilitated navigation with a section of frequently asked plan sponsor questions; and color coding that quickly identifies areas that need attention.  

Analyze Themes

Using Putnam Insight, plan sponsors will be able to analyze participant behaviors and trends by using customized reports on:

• participation,
• deferral rates,
• diversification,
• financial activity,
• loans, and
• participant account transactions.

Additionally, plan sponsors can customize the portal’s home page to access information that they are most interested in.   Model allocation and fund performance with benchmark data is also presented in quick view formats.

Targets for Improvement

Putnam relationship managers will be able to work with plan sponsors to target areas for plan improvement based on the information, such as increasing participation rates or stimulating diversification.  

“Clients will find this new portal easy to use on their own, but we see this as a tool that will give us more opportunities to partner with our clients to deliver superior service,” said Elizabeth Pascuicco, senior vice president, director of marketing, communication and education, Putnam Investments.  

To learn more about Putnam Insight, go to www.putnam.com/plansponsor