Man running in a forward direction
DC PRACTICE MANAGEMENT

Optimize your plans with confidence

Your clients look to you for guidance on retirement plan decisions. Deepening your expertise in plan design and effectively communicating its influence on participant outcomes can set you apart. Explore our suite of resources and analytical tools designed to streamline plan management and strengthen your approach.
Contact Us  Contact Us 

Three key strategies for optimizing retirement plan outcomes

Educate retirement plan participants

Identify plan goals

Define plan goals and objectives with clients to help inform their investment policy statement and future plan design choices.
Improve retirement readiness

Optimize plan design

Showcase your knowledge of plan design and leverage our Future in Focus® tool to offer actionable, data-driven insights that help plan sponsors navigate plan design options.
Enhance plan sponsor conversations

Evaluate investments

Guide plan sponsors through investment selection by comparing strategies and vehicles across the QDIA and core menu, using data driven analysis.

Optimize plan design

Demonstrate your expertise in plan design with data-driven insights using the Future in Focus® tool. Prepare for client conversations using the retirement plan design guide, and explore opportunities with the plan design worksheet.

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
FIFA ipad mockup

For illustrative purposes only.

Evaluate investments

Support plan sponsors in making informed investment decisions by exploring different vehicles and key strategies across Qualified Default Investment Alternatives (QDIAs) and core menu options.

Target date fund analyzer

Request a customized, client-ready report from your Relationship Manager to help plan sponsors evaluate and compare target date funds. Leverage BlackRock s analysis to assess fund characteristics and support informed retirement plan decisions.
Compare and analyze TDFs Compare and analyze TDFs
Target data fund mockup

For illustrative purposes only.

What do your clients want in a target date fund solution?

In the 30 years since BlackRock pioneered the target date fund with LifePath, our goal has remained the same: helping you guide your clients and their participants successfully into retirement.

Explore Lifepath® now Explore Lifepath® now