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.
Putnam Investments unveiled a dedicated defined contribution investment only (DCIO) website for consultants, recordkeeping firms and investment research professionals.
Retirement plan reporting and monitoring services from Markov Processes International (MPI) are now available to advisers on Legg Mason’s DCIO distribution platform.