29
Solve your Stable Value Needs with Broadridge
Date: July 29, 2025
Time: 2:00 pm - 3:00 pm EST
With money market rates surpassing stable value yields and increased litigation risks, effective due diligence on stable value investments has never been more critical. Join us for a practical session designed for home office leaders, advisors, and research teams.
In this webinar, we’ll walk through the stable value resources available at Broadridge and provide actionable insights on:
- Enhancing your due diligence process using the Retirement Product Evaluator, purpose-built to help advisors evaluate stable value options and meet regulatory expectations.
- Leveraging enterprise controls to ensure home offices oversee the information sent to plan sponsors.
- Exploring the Stable Value module in our Business Intelligence platform for back-office teams that prefer hands-on data analysis—sort, filter, and export stable value data in the ways that work best for you.
Increase the efficiency of your stable value processes and empower your teams with tools designed to help you save time, stay compliant, and deliver exceptional value to your clients.
