Retirement Product Evaluator
Leverage one platform with multiple modules to fit your firm’s unique needs.
Advisors, home offices, and plan sponsors often lack a due diligence process for stable value funds, retirement income products, and DC managed account programs due to limited, hard-to-find, and inconsistently presented data. The Retirement Product Evaluator simplifies and streamlines the fiduciary due diligence process for these product types. It enables users to evaluate and compare products that traditionally don’t lend themselves well to objective scoring or comparison using objective criteria.
Whether you want to:
- Research and get familiar with Retirement products and their unique characteristics, or
- Conduct a client analysis of Retirement products, scoring each by weighting the importance of individual criteria and determining the product’s level of alignment with the plan’s needs
The Retirement Product Evaluator has you covered.
Key Benefits
- Leverage a dynamic and intuitive interface
- Account for plan-specific use cases
- Create consistent documentation and client-friendly reporting
- Rely on an agnostic product database, with formalized, in-depth data not available on public websites
- Apply custom enterprise controls
Access & Subscriptions
- One or multiple modules can be purchases, depending on firm needs
- Enterprise licenses available for broker-dealers, home offices, RIA aggregators, and providers/DCIOs
Investment Database
Take advantage of an unbiased database of products that empowers the user to research, evaluate and compare stable value funds, retirement income products, and DC managed account programs with confidence within an easy-to-use framework.
Stable value funds: Utilizes a proprietary database of products collected directly from fund manufacturers.
- Includes CITs, general accounts, and separate accounts
- 60+ funds and 325+ share classes
- 80+ stable value centric data points across key areas such as crediting rates, market-to-book, expenses, wrap providers, sub-advisors, allocations at a sector, credit and duration level, details on flexibility and transparency provisions and so much more
Retirement Income Products: Contains a proprietary database of products collected in partnership with CANNEX, a leading data provider in the annuity space.
- Includes hybrid income solutions such as guaranteed lifetime withdrawal benefit (GLWB) and guaranteed minimum withdrawal benefit (GMWB) as well as guaranteed insured income solutions
- Growing database of products currently covering 10+ manufacturers and their respective products
- 60+ retirement income centric data points across key areas such as product type, income guarantee, accessibility, accumulation protection, longevity protection, payouts, portability, liquidity, death benefits, fee structure and so much more
Managed Account Programs: features a proprietary database of DC managed account programs collected directly from program providers.
- Includes DC managed account programs from some of the largest and well-known providers in the industry.
- Rapidly expanding database of 8+ programs
- 60+ DC managed account centric data points across key areas such as investments, advice and wellness, plan-level reporting, participant level data, fees, and so much more
Pricing
Whether you are an individual advisor or working on a team, there is pricing to fit your needs. Fill out the form and a member of the Broadridge team will be able to provide you with a personalized demo and explain your options.
Looking for an enterprise-wide solution?
Banks, TPAs, Recordkeepers, and Asset Managers, please email Fi360Enterprise@broadridge.com.
