The Participant Outcome Report gives financial advisers a fiduciary tool to help their plan sponsor clients look at the impact of savings rates and investing activity on participant funding sufficiency. With the tool, a financial adviser can accommodate a wide range of 401(k) plan needs from individual participants to to plan-level reporting.
The new report will be packaged with the company’s
TANDM-401(k) participant gap statements and plan summary
Tool Allows Advisors to Capture New
).The participant 401(k) analysis is also integrated with
TANDM-Advisor financial planning software, making it easier
to target participants’ household needs, beyond just
what’s in the 401(k) plan, according to the release.
For more information, visit www.perspectivepartners.com/401k .