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Products February 26, 2007
Perspective Partners Unveils Outcome Reports for 401(k) Plan Evaluation
February 26, 2007 (PLANSPONSOR.com) - Perspective
Partners, LLC., has released a tool that helps financial
advisers work with plan sponsors to assess if a 401(k) plan
is working effectively to prepare participants for
retirement.
Reported by Adrien Martin
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
information. (See
Tool Allows Advisors to Capture New
Business
).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
.
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