Service Helps Advisors Analyze 401(k) Plans

PlanAnalytics Inc. in Mendota Heights, Minn., has launched SearchPerformance, an online service that allows advisors to customize 401(k) fund performance criteria and compare a selected fund against others in its peer group.

SearchPeformance includes an "Investment Dashboard," which offers 401(k) plan investment analysis that can be reviewed with clients. With it advisors can help their clients manage fiduciary risk and demonstrate responsible plan management. It provides a concise and current assessment of a 401(k) plan‚s investment portfolio against a customizable set of benchmarks.

SearchPerformance‚s next enhancement will be an investment policy report, which will be available early this year. It will provide plan sponsors with an analysis and documentation of the due diligence performed on their 401(k) investments. The report will be transmitted electronically for local printing or as five professionally bound copies delivered overnight. The reports will contain an executive summary, the Investment Dashboard, an asset allocation summary, detailed fund fact sheets and a glossary of terms.

To find out more about SearchPerformance or to subscribe to the service, visit

Philanthropic Program Introduced

SEI Investments in Oaks, Pa., has introduced a program to help financial advisors maximize their clients‚ philanthropic goals. SEI‚s Philanthropic Program offers donor educational materials, philanthropic assessment tools and charitable giving vehicles including charitable trusts, private foundations and a donor-advised fund. SEI Investments is a leading provider of asset management and investment technology solutions. For more information, visit

CPA Succession Planning

Business Transitions LLC in Portland, Ore., has launched an online succession-planning program for accountants.

CPA Transitions is the third online succession-planning site by Business Transitions. Others include FP Transitions, which addresses the succession planning needs of securities reps, and Insurance Transitions, for insurance professionals.

CPA Transitions was built recognizing the growing interest in the securities industry from accounting practitioners and CPAs. According to the firm, approximately 190,000 independent CPAs nationwide could become licensed securities reps or acquire securities practices. CPA Transitions hopes to create a central marketplace for the industries to come together. For more information, visit

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