A business-suited woman sits on a bench, using her phone, representing the tools for effective retirement planning
Defined contribution

Retirement insights, tools and resources for financial advisors

BlackRock understands that the retirement advisor’s role is growing more complex. Advisors must navigate evolving challenges across DC and 401(k) plans, engagement, income, and market shifts. Our solutions, tools, and insights are designed to help advisors deliver greater value and drive better outcomes.
Contact us Contact us

Retirement realities: Your questions answered with Jaime Magyera

Retirement planning looks different for everyone. In this Ask Me Anything episode of The Bid, Oscar Pulido is joined by Jaime Magyera to answer listener questions on saving early, navigating non-linear careers, working with advisors, and building financial confidence for the next chapter of life.

CAPABILITIES

Resources and capabilities to support retirement client goals

Explore retirement resources designed to help advisors support their clients across an evolving retirement landscape. From core menu construction and strategic plan design to participant communications and private markets in defined contribution plans, BlackRock provides solutions built for today’s evolving retirement.

Retirement plan tools

From technology that analyzes plan features to calculators participants can use to help improve retirement readiness, we've built tools and resources that aim to deliver more resilient defined contribution plans.

Core menu

Learn about the diverse range of funds available for your clients’ defined contribution plans, including active equity funds, fixed income options and index mutual funds, within the core investment menu – and the strategies behind them.

Retirement income

Our retirement income solution combines the simplicity of a target date strategy with the increased certainty of an annuity from insurers selected by BlackRock to offer participants a paycheck for life.

Participant communications

We combine more than 30 years of defined contribution participant experience with a comprehensive communications strategy to help advisors and plan sponsors engage employees and motivate them to take action.

Strategic plan design

Your clients look to you for guidance on plan decisions. Quantifying the impact those decisions can have on retirement readiness can help you demonstrate value. Our people and our technology are here to help.

Target-date radar

Designed to help you provide an assessment of target date fund families, including both mutual funds and collective trust funds.

Meet our team

With regional offices throughout the United States, BlackRock’s dedicated defined contribution team members serve as fiduciaries to our financial advisor and platform wholesaler clients.

Carrie Schroen
Head of the US DC Intermediary Sales within BlackRock's Retirement Group
Tina Sanchez
Head of DC National Accounts within BlackRock's Retirement Group
Red and yellow conversation bubbles representing to contact us

Reach out to our team

Our dedicated team offers comprehensive programs to help you guide plan sponsors on industry trends, fiduciary responsibility, fee transparency and effective plan reviews.
Three team members with different bright colors, symbolizing our team

Your BlackRock team

Our sales team is committed to delivering the resources you need for success. Check out our DC consultant territory sales map.

Subscribe to the ‘Inside retirement’ monthly email

Retirement insights and thought leadership for financial professionals, featuring research, outlooks, and webinars—delivered straight to your inbox.
A mailbox in hedges representing getting retirement insights delivered to your mailbox