There is one question that everyone should be concerned with: Are your participants adequately funded for retirement?  But most sponsors and advisors don’t know how participants are using the plan, nor what their outlook is for retirement income.

TANDM Reports are designed to answer this question with state-of-the-art analytics, using our proprietary PALM Engine™. Our in-depth analysis allows us to provide precise, on-point participant guidance, unique to their personal situation.  The result?  Because the recommended actions are practical and relevant, more participants take the right steps to improve their outcomes and fully utilize vital plan resources.

Our clients use different servicing models and campaign approaches to improve plan performance.  Some focus on plan-level data, while others focus on participants.  Some prefer 1-on1 meetings, while others prefer direct mail or email.  We have different reports to meet the unique needs of different approaches.  The result is superior servicing which meets the evolving fiduciary mandate of the Pension Protection Act.