There are many providers of gap analysis in the market. Bundled providers such as John Hancock offer participant reports, as do independent providers such as Newkirk, Investment Horizons, Retirement Analyst, RetireTrac, Synapses, and Trust Builders, not to mention Morningstar and Fidelity.
TANDM starts by recognizing two key facts:
- The variables affecting 401(k) performance are complex.
- 401(k) information needs to be simple to drive action.
That's why TANDM Reports are the only reports designed to rigorously handle all of the factors that make each participant situation unique, yet can provide output that is remarkably simple and action oriented. The competition simplifies the inputs and provides hypothetical output. But with more powerful technology, TANDM is able to take complex inputs and generate very specific and meaningful output. Ask about our benchmark analysis to learn more.