New Version of Provider Search and Due Diligence Tool Launched

Asset International’s Strategic Insight and PLANSPONSOR have unveiled a new version of its Pathfinder provider search tool.

Pathfinder 2.0 is a web-based tool that enables financial advisers with a retirement plan practice to:

  • Compare and select retirement plan providers that best match plan sponsor needs
  • Retain clients with a higher degree of efficiency
  • Increase productivity and close-ratio for new business

Pathfinder 2.0 has an individual adviser version as well as an enterprise version for Broker Dealers, Registered Investment Advisers (RIAs) and Defined Contribution Investment Only (DCIO) firms that seek to provide additional services to advisers.

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With Pathfinder 2.0, financial advisers receive:

  • The ability to tailor a search across the nation’s leading recordkeepers
  • Quick and easy access to an extensive library of RFP/RFI questions
  • Detailed side-by-side comparisons of the 401(k) industry’s top service providers
  • Access to Strategic Insight’s mutual fund and ETF investment data
  • Customized client reports

For more than a decade, Pathfinder has provided retirement plan advisers with the most up-to-date and comprehensive database of the nation’s leading retirement providers. Today Pathfinder clients include the nation’s leading broker/dealer, independent broker dealer, RIA and DCIO firms. The new release is built on Salesforce.com’s Force.com web-based platform.

“In an increasingly complex and demanding regulatory environment, alongside a heightened awareness of the importance of fee transparency, Pathfinder 2.0 offers retirement plan advisers a proven tool and process to facilitate the complex business of conducting a comprehensive RFP. Pathfinder also allows advisers to more easily standardize and document their search and due diligence process,” said Kevin Ng, Pathfinder Product Manager.

For more information about Pathfinder 2.0 and to register for a free demo, visit http://www.planadviser.com/pathfinderregistration.aspx. And for an in-depth analysis about why provider search tools may help streamline your practice, see “Search Tools – Match Set” in PLANADVISER’s 2011 Buyer’s Guide

Bob Noll Joins SageView

SageView Advisory Group has hired Bob Noll as a senior investment adviser.

Noll joins SageView with more than 16 years of experience in the financial services industry. He will be based out of SageView’s Minneapolis office. His responsibilities include providing detailed analysis of investment options recommended for use in client accounts, as well as delivering client reviews, serving on SageView’s internal investment committee, and providing general fiduciary guidance.

Noll previously served as Chief Investment Analyst at Financial Concepts for six years. He graduated from the University of Minnesota with a BS in Economics and the University of Notre Dame with an MBA (Finance concentration). He is a CFA Charterholder. 

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“The scope of Bob’s investment and industry expertise is a welcome addition to our investment committee,” said Randall Long, SageView founder and Managing Principal. “Our Minnesota office has experienced tremendous growth recently, and we look forward to having him as part of the SageView team.”

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