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TECHNOLOGY PROVIDERS Retirement Income
BROADRIDGE
Retirement Income Consortium
The Retirement Income Consortium was founded in April 2022 to empower the consideration of retirement income options within defined contribution plans. Organized by Broadridge, eleven other prominent industry firms make up the Consortium with a shared goal of bringing together comprehensive expertise to underpin retirement plan participants’ access to, and consideration of, retirement income solutions. Through the Consortium's educational resources, plan advisors can extend the scope of their advice beyond “to-retirement” solutions
into “through-retirement” solutions. In December 2022, the Consortium released the “Prudent Practices for Retirement Income Solutions,” a first-of-its-kind, legally substantiated handbook for advisors and the plan sponsors they serve. The step-by-step guide supports fiduciary obligations by defining 10 prudent practices for evaluating, selecting, and overseeing retirement income solutions in qualified defined contribution plans.
Broadridge Financial Solutions (NYSE: BR), a global Fintech leader with more than $5 billion in revenues, provides the critical infrastructure that powers investing, corporate governance and communications to enable better financial lives. We deliver technology-driven solutions that drive business transformation for banks, broker-dealers, asset and wealth managers and public companies. Broadridge’s infrastructure serves as a global communications hub enabling corporate governance by linking thousands of public companies and mutual funds to tens of millions of individual and institutional investors around the world. Our technology and operations platforms underpin the daily trading of more than U.S. $9 trillion of equities, fixed income and other securities globally. A certified Great Place to Work®, Broadridge is part of the S&P 500® Index, employing over 14,000 associates in 21 countries.
www.broadridge.com
233 WealthManagement.com
*NOTE: Company descriptions are effective as of the date of nomination submission (February – May 2023). For updated facts and figures since that timeframe, please contact the nominated company.
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