BlackRock Winner

BlackRock has a deep legacy as a leader in the retirement industry and remains committed to developing new and innovative solutions that enable individuals to retire with dignity. Since pioneering the industry’s first target-date fund (TDF), LifePath, in 1993, the firm’s investment and solutions teams have been both research-led and client-informed, allowing BlackRock to develop innovative solutions that meet clients’ specific needs. Recent examples of this innovation include the development and launch of the of LifePath ESG [Environmental, Social, and Governance] Index mutual fund series and current development of LifePath Paycheck, an innovative solution designed to provide plan participants the option to purchase a lifetime income stream from insurers selected by BlackRock.

According to this year’s Morningstar “Target Date Landscape” report, in 2020, BlackRock was rated No. 1 in net inflows into TDFs, and the LifePath Index Target Date Fund and LifePath Dynamic are top-rated target-date funds from Morningstar (Gold and Silver, respectively). LifePath Index is the only Gold-rated index TDF available in the market as of today.

Finalists

• J.P. Morgan

• Kepos Capital

• PGIM – Institutional Plans

• PIMCO

• RockCreek