In a bid to make life easier for retirement advisors andconsultants, particularly in complying with the new fiduciary rule from the U.S.Department ofLabor, Fidelity Investments is piloting a newwebsite.

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Related: Tech budgets likely to rise to comply with DOLfiduciary rule

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FidelityConnect, which is expected to be fully available duringthe first quarter of 2017, is designed for the advisors andconsultants who manage workplace plans with the firm.

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Its dashboard provides a complete “book of business” snapshot ofall an advisor’s defined contribution plans for which Fidelity isrecordkeeper. It also improves upon Fidelity’s plan-levelanalytics, the company said.

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Related: Increasing interest in automated solutions forlow-balance IRAs

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The new site was built with input from more than 150 retirementadvisors, Fidelity said, taking into account how much time thoseadvisors spend researching investments, compiling reports andnavigating the existing site.

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The homepage provides a personalized executive summary withthree tabs: plans, investments and compensation. This view offersadvisors immediate high-level analysis of all their Fidelity plans,as well as the ability to drill down for details.

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Plan-level information is available to view and evaluateindividual plan statistics and design, investments held,compensation and contact information for sponsor clients. All plansand participants invested in a single fund across a book ofbusiness, plus their performance and assets, are available to viewwith a couple of clicks.

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FidelityConnect is also designed to provide advisors withgreater access and control over a client’s plan design andinvestments as they seek to comply with the Labor Departmentrule.

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