Tag: Recordkeeping

Payden Funds Added to CPI Platform

CPI, a third-party recordkeeping and administration company, has added the Payden family of mutual funds to the firm’s retirement plan platform.  

TIAA-CREF Releases Spanish Web Site

TIAA-CREF has unveiled its Spanish-language initiative to increase U.S. Hispanics/Latinos’ access to retirement-planning information and tools, including a new Spanish-language Web site.

BofA Merrill Revitalizes Recordkeeping Platform

Bank of America Merrill Lynch has enhanced and renamed its small business retirement plan platform, MLConnect, to” more closely align with small business owners’ evolving challenges and priorities.”