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.

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.

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