Advising 401k plans

Let us help you grow your defined contribution business

From plan design to investment menu and practice management, we have programs and thought leadership to help you educate your clients and drive action. Click below to explore some of our featured resources.


Plan design evaluation & benchmarking

Quantify the impact that plan design changes can have on participants’ retirement readiness - all with just a few straightforward inputs.

First, understand how a plan’s specific default savings and investment features currently prepare participants for retirement. Then, explore custom ‘what if’ scenarios to identify changes that could have the biggest influence on participant outcomes

Learn more about how the Future in Focus® application can help you offer data-driven recommendations to your clients.

Reenrollment: A path to retirement readiness

Looking to drive retirement readiness?

Reenrollment is one of the most impactful tools at your disposal. We can help you discuss the key benefits and provide tools to help you and your client evaluate the opportunity.

Learn more with these resources:

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.

Fund selection

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

Learn more

Fiduciary Responsibility

The DC fiduciary landscape is changing fast. It is more important than ever to understand fiduciary roles, responsibilities and reporting requirements. BlackRock’s core fiduciary toolkit covers fiduciary diligence, the investment menu, plan fees, and fiduciary status

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.

DC Insights and Trends

Don’t keep up — get ahead. Gain perspectives on a range of topics published throughout the year.