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ELEVATE YOUR RETIREMENT PRACTICE

Optimize your plan

Your clients look to you for guidance on plan decisions. Demonstrate your value by explaining the fundamentals of plan design and quantifying its impact on the retirement readiness of plan participants. Our resources and technology are here to help.
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Three strategies to drive plan success

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Identify plan goals

Help clients identify plan goals and objectives and draft their investment policy statement.
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Sharpen plan design

Demonstrate your knowledge of plan design and provide data-driven insights using the Future in Focus tool.
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Evaluate investments

Help plan sponsors navigate their investment choices by comparing the different investment strategies and vehicles available as a part of the QDIA and core menu.

Identify plan goals

Understand what metrics are most important to your plan sponsor clients and align on an investment approach to help them achieve their objectives.

Sharpen plan design

Demonstrate your knowledge of plan design and provide data-driven insights using the Future in Focus® tool. 

Future in Focus® tool

With a few inputs, BlackRock’s Future in Focus tool can help you quantify potential impacts of plan design changes on retirement outcomes in a matter of minutes, providing graphics to aid in conversations with plan sponsors.
Model plan design scenarios Model plan design scenarios
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Evaluate investments

Help plan sponsors navigate investment decisions by enhancing your understanding of the nuances across key investment vehicles and investment strategies.

Target date fund analyzer

Request a client-ready customized report from your Relationship Manager to share with plan sponsors and help make the target date fund choice that best fits their needs using BlackRock analysis to compare selected funds and assess their characteristics.
Compare and analyze TDFs Compare and analyze TDFs
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What do your clients want in a target date fund solution?

In the 30 years since BlackRock introduced Lifepath®, our goal has remained the same: helping you guide your clients and their participants successfully into retirement.

Explore Lifepath® now Explore Lifepath® now