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Defined contribution

Essential tools and resources for retirement plan advisors

BlackRock understands that the role of the retirement plan advisor is complex. You shoulder a wide range of responsibilities – all while navigating an ever-evolving landscape. That’s why our investment solutions, tools and analysis are all intentionally designed to help you deliver more value to your clients. How? Keep scrolling.
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CAPABILITIES

Content and tools that can support your clients' goals

From comprehensive participant communication to our investment-only approach, see how we’re leveraging a full retirement plan toolkit to prioritize participant outcomes.

Navigating retirement income

We sat down with three plan advisor clients to get a practitioner’s lens on how they think about retirement income and the conversations they are having with their plan sponsor clients.

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Core menu

Learn about the diverse range of funds available for your clients’ defined contribution plans, including active equity funds, fixed income options and index mutual funds, within the core investment menu – and the strategies behind them.

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Retirement income

LifePath Paycheck™, our retirement income solution, combines the simplicity of a target date strategy with the increased certainty of an annuity from insurers selected by BlackRock to offer participants a paycheck for life.

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Participant communications

We combine more than 30 years of defined contribution participant experience with a comprehensive communications strategy to help advisors and plan sponsors engage employees and motivate them to take action.

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Strategic plan design

Your clients look to you for guidance on plan decisions. Quantifying the impact those decisions can have on retirement readiness can help you demonstrate value. Our people and our technology are here to help.

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Retirement plan tools

From technology that analyzes plan features to calculators participants can use to help improve retirement readiness, we’ve built tools and resources that aim to deliver more resilient defined contribution plans.

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Target-date radar

Designed to help you provide an assessment of target date fund families, including both mutual funds and collective trust funds.

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Meet our team

With regional offices throughout the United States, BlackRock’s dedicated defined contribution team members serve as fiduciaries to our financial advisor and platform wholesaler clients.

Carrie Schroen
Carrie Schroen
Head of the US DC Intermediary Sales within BlackRock's Retirement Group
Tyler Neenan
Tyler Neenan
Head of Intermediary-sold External Sales within BlackRock's Retirement Group
Tina Sanchez
Tina Sanchez
Head of DC National Accounts within BlackRock's Retirement Group
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Reach out to our team
Our dedicated team offers comprehensive programs to help you guide plan sponsors on industry trends, fiduciary responsibility, fee transparency and effective plan reviews.
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Your BlackRock team
Our sales team is committed to delivering the resources you need for success. Check out our DC consultant territory sales map.
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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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