Consulting Resources for Your Client Engagement

Target Date Funds (TDFs) are the fastest growing component of the defined contribution market. BlackRock's TDF Edge program provides you with insights, resources, tools and actionable ideas to capitalize on this unprecedented opportunity by building your business as a TDF specialist.

Guide clients through every stage of the TDF consulting engagement, from education, to implementation and monitoring.

TDF Edge Consulting Opportunities

As assets continue to flow, plan sponsors need guidance on how to navigate the landscape and choose the right target date fund for their plans. Explore our tools, insights and resources that you can use to educate plan sponsors and guide them through every stage of the TDF consulting engagement.

1: Educate and Deliver TDF expertise

Educate and Deliver TDF expertise

Help your clients "get it right" by framing the TDF evaluation roadmap.

2: Determine TDF Strategy

Determine TDF Strategy

Take your clients through a step-by-step process to set the goals and glidepath and to document TDF characteristics in the IPS.

3: Evaluate and Select TDFs

Evaluate and Select TDFs

Use an objective process and next-gen tools to help plan sponsors make optimal TDF decisions.

4: Set Implementation and Monitoring Strategy

Set Implementation and Monitoring Strategy

Provide clarity and perspective on TDF delivery and oversight.

Introducing the TDF Edge Evaluator

Powered by BlackRock Solutions® Analytics

A comprehensive and objective analysis tool to help you evaluate target date funds for your plans.

Investing involves risk, including possible loss of principal.

Diversification and asset allocation may not protect against market risk or loss principal.

The LifePath strategies are among various investment strategies that are managed by BlackRock as part of its investment management and fiduciary services. Strategies may include bank collective investment funds maintained and managed by BlackRock Institutional Trust Company, N.A., which are available only to certain qualified employee benefit plans and governmental plans and not offered or available to the general public. Accordingly, prospectuses are not required and prices are not available in local publications. To obtain pricing information, please contact your local service representative. There are structural and regulatory differences between collective funds and mutual funds that may affect their respective fees and performance. Strategies maintained by BlackRock are not insured by the Federal Deposit Insurance Corporation and are not guaranteed by BlackRock or its affiliates.

Investment strategies such as diversification do not ensure a profit and cannot protect against losses in a falling market.

This publication is not an offer to sell, not an invitation to apply for any particular product or service.

Prepared by BlackRock Investments, LLC, member FINRA

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