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DEFINED CONTRIBUTION

Retirement plan tools for advisors

Empower financial futures with our tailored suite of tools and resources. Craft robust defined contribution plans for your sponsor clients and help boost retirement readiness for participants.
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Drive plan success

BlackRock's technology analyzes plan features to help you test “what-if” scenarios to see how specific changes could help participants meet their objectives.
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Identify plan goals

Increase your value by helping your clients with investment selection that aligns with their plan goals, objectives, and the investment policy statement.
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Sharpen plan design

Help your clients advocate for change based on data-driven insight into the biggest areas of opportunity for their retirement plan.
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Evaluate investments

Distill plan-specific data into clear, easily understood visualizations and data-driven projections of potential retirement outcomes.

Future in Focus® Tool

Our interactive tool 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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COMPARE AND ANALYZE

Evaluate target date funds

Target-Date Radar

Designed to arm advisors with objective and detailed criteria to help plan sponsors make the target date fund choice that best fits their needs. Request the funds you’d like to compare, assess specific characteristics and build client-ready customized reports.
Compare and analyze target date funds Compare and analyze target date funds
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RETIREMENT PLANNING

Educate participants

ENHANCE CLIENT CONVERSATIONS

Deepen relationships

Brand & Share Tool

Show clients and prospects the value of what you do. Easily download our client-friendly participant communications to use in sponsor client conversations and to bring virtual meetings to life.
Add your logo to client-facing content Add your logo to client-facing content
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ABOUT US

About BlackRock retirement

BlackRock’s purpose is to help more and more people experience financial well-being. This starts with helping individuals build savings that serve them throughout their lives.

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