RETIREMENT PLAN ADVISOR TOOLS

Target-Date Radar

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

Why work with BlackRock

Over half of today’s 401(k) plan contributions are invested in target date funds – and plan sponsors rank investment due diligence as the most valuable service provided by their retirement plan advisor.1 As a plan advisor, you can help your institutional clients meet their fiduciary responsibilities and select a fund which they feel aligns with plan goals, objectives and the investment policy statement.

Target-Date Radar seeks to arm advisors with objective and detailed criteria to help plan sponsors make the target date fund choice that best fits their needs.

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Request
Contact your relationship manager to request funds for comparison
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Compare
BlackRock will run the analysis on approved requests
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Share
Review your report and share with your clients

Evaluate investments

Work with your relationship manager to request the funds you’d like to compare, assess specific characteristics and build client-ready customized reports.
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INVESTMENT SOLUTIONS TO PLAN NEEDS

Learn more about the different plan demographics that may inform your sponsor client on QDIA and core menu investment selection for a retirement plan.
Boat illustration in bright pink, orange and yellow colors, representing an investment selection for a retirement plan.