The TANDM Difference  

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.


What makes TANDM reports better?  

The TANDM Difference

 

 


Only TANDM Offers...  

  • Asset allocation by analyzing individual holdings of each mutual fund
  • Personalized, dynamic income replacement ratios using multiple factors
  • Two funding sufficiency perspectives: A chance of success percentage and a monthly income gap/surplus calculation
  • An action plan for participants that is workable and practical


 

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