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ELEVATE YOUR RETIREMENT PRACTICE

Growth strategies and resources for defined contribution advisors

We’ve consulted with thousands of DC advisors to bring you insights and best practices to help grow and scale your business and deliver more value to plan sponsor and participant clients.
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Hi, I’m Tyler Neenan, and I am the National Sales Manager for BlackRock’s defined contribution intermediary-sold team.

Through our experience working with retirement plan advisors across the market, we understand the complexity of acquiring and managing retirement plans in today’s rapidly changing environment. We are committed to helping you grow and scale your practice at every step of the way, which is why we have created a comprehensive suite of content to help advisors navigate the retirement space.

“The DC Business Formula” is designed to share best practices, considerations, and industry insights that advisors can use to engage plan sponsors and their participants. In an increasingly competitive advisory environment, differentiating your service model is critical to sustaining your practice; taking the opportunity to demonstrate value-add and a deep understanding of retirement plans create stickier relationships, but also earn new business.

Through our program, you’ll discover ways to earn new business, explore opportunities to optimize your plan, and learn how to deepen relationships with your clients.

For more information about our program, please contact your dedicated BlackRock DC relationship manager for access to all our tools, insights and expertise.

Thank you!

The opinions expressed herein are subject to change at any time due to changes in the market, the economic or regulatory environment or for other reasons. 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. The opinions expressed may change as subsequent conditions vary. The information and opinions contained in this material are derived from proprietary and non-proprietary sources deemed by BlackRock, Inc. and / or its subsidiaries (together, “BlackRock”) to be reliable. No representation is made that this information is accurate or complete. Reliance upon information in this material is at the sole discretion of the reader.

This material does not constitute any specific legal, tax or accounting advice. Please consult with qualified professionals for this type of advice.

There is no guarantee that any forecasts made will come to pass. Reliance upon information in this material is at the sole discretion of the reader.

This material does not constitute a recommendation by BlackRock, or an offer to sell, or a solicitation of any offer to buy or sell any securities, product or service. The information is not intended to provide investment advice. BlackRock does not guarantee the suitability or potential value of any particular investment.

©2023 BlackRock, Inc. or its affiliates. All Rights Reserved. BLACKROCK is a trademark of BlackRock, Inc. or its affiliates. All other trademarks are those of their respective owners.

Strategies for business development

Tyler Neenan, Head of DC Intermediary Sales for BlackRock’s Defined Contribution Intermediary Business, discusses key strategies to help grow your retirement plan practice.

DC BUSINESS FORMULA

3 ways to grow your retirement business

Discover ideas to help grow and scale your business and deepen relationships with clients. Access our DC Business Formula to help you prospect and better manage your existing business.

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Earn new business

Earn new business

Uncovering prospects and winning plans

Position your business for the long term by building a sustainable competitive advantage. From developing a differentiated value proposition to finding unique prospecting opportunities, you can expand your business in the defined contribution marketplace.

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Optimize your plan

Optimize your plan

Driving better plan outcomes

Your clients look to you to help identify opportunities for improvement to their plan. Suggesting change is one thing; helping sponsors understand the fundamentals of plan design and best practices can help demonstrate value.

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Deepen relationships

Deepen relationships

Engaging plan sponsors and participants

Effective communication is crucial, so it shouldn’t be taken lightly. When you work with BlackRock, we work with you and your clients to make communications easier. Our suite of communications are aimed at educating plan sponsors on industry trends and engaging participants to help them get the most out of their retirement plan.

Retirement income best practices

Learn more about the spectrum of retirement income solutions in market today and how to evaluate the right solution for your client.
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Looking for more growth strategies?

Leverage BlackRock materials to facilitate key discussions and to help increase clients’ investing acumen. Build shared knowledge to create action plans together for both the expected and unexpected.
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Contact our dedicated team

With a suite of comprehensive programs, our dedicated team can help you educate plan sponsors on the latest industry trends and issues such as fiduciary responsibility, fee transparency and effective plan reviews.
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