Products & Services

National Financial Partners Corp. said it would begin providing resources for advisers to gain certification from the Centre for Fiduciary Excellence (CEFEX).

The Principal Financial Group created a website designed to make it easier for third-party administrators (TPAs) to manage client retirement plans online.

Diversified’s newly enhanced website, retire.divinvest.com, aims to improve defined contribution (DC) participant outcomes.

Putnam Investments unveiled a dedicated defined contribution investment only (DCIO) website for consultants, recordkeeping firms and investment research professionals.

Bank of America Merrill Lynch enhanced its Benefits Online site for participants with a new education center, home page redesign and mobile upgrades.

Milliman Inc. has rolled out PlanAhead, tools and targeted services for employee retirement planning.

Employee Fiduciary LLC, a privately held and independent 401(k) recordkeeper, launched a redesigned website.

Great-West Financial expanded its suite of retirement readiness products and services for plan sponsors and participants.

Fidelity Investments dropped the investment minimums for 22 equity, fixed-income and enhanced index funds.

An industry group has released a guide to help retirement plan sponsors and service providers navigate new participant fee disclosure rules.

Retirement plan reporting and monitoring services from Markov Processes International (MPI) are now available to advisers on Legg Mason’s DCIO distribution platform.

Mutual of America introduced a mobile website to provide customers with access to their account information via their smartphones.

Fidelity launched a plan sponsor website, Global Solutions, which will assist companies in managing employee stock plans in multiple countries.

The RBC BlueBay Absolute Return Fund, a specialty fixed-income mutual fund for U.S. investors, was launched by RBC Global Asset Management Inc.   

Lincoln Financial Group’s Retirement Plan Services business introduced HeroPlus, a new nationwide Length of Service Award Program (LOSAP).

Leveraging data from its peer comparison tool, ING U.S. developed the ING State of Savings interactive map.

ReviewMy401kPlan.com is set to launch soon as an online resource for plan sponsors to find and connect with qualified retirement plan advisers.

A suite of online report templates was released to address the regulatory and custom needs of BNY Mellon’s Asset Servicing client base.

The number of offerings in MetLife’s PlanSmart financial education program, a workplace-based series of financial education and planning workshops, has been expanded.

Bell Investment Advisors, a registered investment advisory firm in the Bay Area, will host a webinar, “Year-End Review and 2013 Preview,” on December 6.