Putnam Conversion Communications
Financial Advisor communications
Home Office notification – 6/27/25
Advisor notification – 6/30/25
Home Office reminder – 8/1/25
Advisor reminder – 8/5/25
Advisor welcome letter – 8/28/25
Advisor registration mailing – 8/29/25
Sponsor and Plan Administrator communications
TPA / Plan Sponsor notification – 6/27/25
Plan Sponsor reminder & contribution info – 8/14/25
Participant communications
Participant (w/ advisor) notification – 7/11/25
Participant (w/out advisor) notification – 7/11/25
Participant reminder – 8/4/25
Participant blackout notification – 8/13/25
Participant welcome letter – 8/28/25
