Identify plan goals
Increase your value by helping your clients with investment selection that aligns with their plan goals, objectives, and the investment policy statement.
Sharpen plan design
Help your clients advocate for change based on data-driven insight into the biggest areas of opportunity for their retirement plan.
Evaluate investments
Distill plan-specific data into clear, easily understood visualizations and data-driven projections of potential retirement outcomes.
Offers data-driven analysis to test and support strategic plan design changes as you seek to improve participant outcomes.
Help sponsor clients determine which plan design levers can get participants closer to their retirement goal.
Advocate for change based on data-driven insight into the biggest areas of opportunity for the plan.
Contact your relationship manager to request funds for comparison.
BlackRock will run the analysis on approved requests.
Review your report and share with your clients.
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The material does not constitute investment, legal, tax or other advice and is not to be relied on in making an investment or other decision.
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