Practice management resources

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Plan design evaluation & benchmarking

You work hard to find ways to help ensure plan participants are on track for retirement. Yet when it’s time to recommend plan changes, you may not be able to quantify the impact they have on participants’ retirement readiness. BlackRock can help you see where a plan stands and explore potential changes in a matter of minutes — all with just a few straightforward inputs.

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Reenrollment: A path to retirement readiness

For plan sponsors looking to drive retirement readiness, reenrollment is one of the most impactful tools at their disposal. It can improve fiduciary protection, enhance diversification and help participants get on the right path to retirement. We can help you discuss key considerations and benefits of reenrollment, and provide tools to help evaluate the opportunity.

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Customized investment menu review

BlackRock can perform a diagnostic review of a plan’s current lineup and generate a custom report to show how the investment menu is being utilized. This report highlights performance, fees and exposure to certain market risks for each aspect of a plan’s menu, and identifies opportunities for improvement.

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Fund selection

Through a variety of resources, including fi360 fiduciary benchmarking reports, we can provide you with the information you need to objectively compare fund options and make decisions for a plan.

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TDF Edge

An unbiased consulting framework to help you guide clients through target date fund selection, evaluation and due diligence.



Fiduciary toolkit

The fiduciary landscape is changing fast. It is more important than ever to understand the fiduciary roles, responsibilities and reporting requirements that affect advisors and the plan sponsors they support. BlackRock’s core fiduciary tookit covers fiduciary diligence, the investment menu, plan fees, and fiduciary status.

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Participant communications

Engage employees and trigger action. Leverage BlackRock’s participant communication resources that pair today's marketing techniques with best practices shaped by decades of DC experience.

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Industry research inquiry and prospecting

Access industry data and reports to help you evaluate plans, gain competitive intelligence and conduct segmentation to explore additional client opportunities.

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BlackRock’s CoRI® retirement indexes

Knowing your participants’ income could tell you how ready they are for retirement—and help plan for the future. Use the BlackRock CoRI® tool to understand how to translate your participants’ retirement savings into retirement income.

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BlackRock’s DC Pulse Survey

BlackRock’s DC Pulse Survey offers new insight into the DC plan decision-making process, plan expectations and objectives, and the responsibility of plan sponsors and participants in achieving those objectives.

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DC Edge

Get practice management tips delivered right to your inbox with DC Edge, a publication for retirement plan advisors. Articles feature best practices and strategies of top DC advisors, along with insights from recordkeeping platform executives.

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A periodic publication for plan sponsors that provides the latest on DC news and thought leadership. Use this to stay on top of industry trends and help navigate the ever-changing DC landscape.

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Lead the index conversation

Help plan sponsors understand the differences between index providers, how to effectively blend index and active options, and how to take a holistic view of their investment menu in terms of selection, risk and cost. Get active about passive—learn how to lead the index conversation.

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Download the plan sponsor slides