Broadridge to Provide Clients with the Industry’s Most Comprehensive View of the Defined Contribution Marketplace
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The combination of services offered by Broadridge's Access Data, which provides unprecedented insights and data services to recordkeepers and mutual fund firms, and PensionPlanet's retirement plan information, will provide Broadridge's clients with the industry's most comprehensive view of the defined contribution marketplace. In addition, Access Data's clients will have direct access to PensionPlanet's "Navigator" Asset & Investment Fund Database, which will allow them to drill down into comprehensive investment position data and the details of over 90,000 ERISA qualified plans.
The development of Retirement Advisor Intelligence is a further expansion of Access Data's services for retirement providers, and another example of Broadridge's commitment to creating transparency in the industry among recordkeepers and mutual fund firms. Last month, Access Data announced that it had been selected to provide defined contribution investment only (DCIO) fund reporting to fund firms offering products on The Standard recordkeeping platform.
Defined contribution assets are forecast to grow to
"As part of Broadridge, Access Data is uniquely positioned to provide all firms supporting the defined contribution business – recordkeepers and mutual fund firms – with unprecedented transparency and insight into advisors that are specializing in the retirement business, as well as products and services those advisors are using to grow the assets they manage," stated
"We are pleased to partner with the Access Data team at Broadridge to provide a combined view of advisors specializing in the retirement business with information about the plans they sell," said
About Access Data
About Broadridge
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Founded in 1987,
Media Contacts:
For Access Data
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Danielle Pieri |
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+1 631-254-7711 |
+1 212-986-6667 |
For Pension Data Resources
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+1 813-258-0628 |
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