Never miss a story — sign up for PLANADVISER newsletters to keep up on the latest retirement plan adviser news.
Products February 27, 2007
Perspective Partners Unveils Report Tool for Advisers
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 plan-level reporting.
The new report will be packaged with the company’s TANDM-401(k) participant gap statements and plan summary information.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.
« DTCC Platform to Support Wrap-Like Retirement, Benefit Programs