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- Improves your positioning with your advisor network and drives new growth in plan assets
- Reports are easily generated using simple record-keeping data
- Assist plan sponsors in meeting their fiduciary responsibilities
- TANDM Reports provide simple and practical ideas to participants to maximize the benefits of their 401(k) plan
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- TANDM Reports are proven to increase assets in the 401(k) plan
- Reviewing TANDM Reports in a one-on-one meeting will prompt participants to increase deferral rates and modify asset allocation
- One-on-one meetings enable the opportunity for cross-selling non-retirement plan products
- Demonstrate your commitment of delivering quality service to your plans
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- Provides you information on how employees are using, misusing or not using your 401(k) plan
- TANDM Reports provide both a plan-level consolidation of retirement success projections and individual participant reports
- Enables your employees to maximize the value and appreciation of your retirement plan
- Ensures you are meeting your fiduciary obligations
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