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About iShares
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Welcome to 401(k) 2.0 and get ready to retire the old ideas of what a 401(k) plan has to be. iShares Exchange Traded Funds (ETFs) are now widely available for use in 401(k) plans -- and with their low costs, transparent fees, and their ability to capture targeted asset class exposure, they offer a number of advantages for constructing a 401(k) plan.
We at iShares have long been dedicated to partnering with financial advisors to help them help their clients, and we work closely with financial advisors constructing 401(k) plans. We provide thought leadership, investing insights and ideas to help you chart a course for your investment planning in building a 401(k) plan. |
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Advisor Tools
Among the resources available for financial advisors:
- Overview of iShares in 401(k) Plans -
Learn about ETFs and the advantages they bring to 401(k) plans here.
- Building a New Foundation for Retirement Plans - Click here for descriptions of key iShares ETFs you may consider in a 401(k) plan, including core holdings to build a customized asset allocation strategy, target date funds based on participants’ investment horizons, and target risk funds based on participants’ risk tolerance.
- How to Include iShares ETFs in 401(k) plans - A select range of preferred providers and preferred networks have developed solutions to enable you to offer iShares ETFs in your clients’ 401(k) plans. Click here.
- A Range of Tools on iShares.com- Quickly model new portfolios, analyze correlations of investments, evaluate fund comparisons and perform other portfolio analysis with a range of tools on iShares.com here.
- Dedicated iShares in 401(k) Website -For more information about iShares in 401(k) plans and links to collateral and other information, click here.
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Carefully consider the iShares Funds' investment objectives, risk factors and charges and expenses before investing. This and other information can be found in the Funds' prospectuses, which may be obtained by calling 1-800-iShares (1-800-474-2737) or by visiting www.iShares.com. Read the prospectus carefully before investing.
Investing involves risk, including possible loss of principal. Asset allocation models and diversification do not promise any level of performance or guarantee against loss of principal.
iShares transactions may result in record-keeping fees, but the savings from lower annual fees can help offset these costs. Other plan fees may apply.
The iShares Funds (“Funds”) are distributed by SEI Investments Distribution Co. (“SEI”). BlackRock Fund Advisors (“BFA”) serves as the investment advisor to the Funds. BFA is a subsidiary of BlackRock Institutional Trust Company, N.A., neither of which is affiliated with SEI.
©2009 BlackRock Institutional Trust Company, N.A. All rights reserved. iShares® is a registered trademark of BlackRock Institutional Trust Company, N.A. All other trademarks, servicemarks or registered trademarks are the property of their respective owners. iS-1929-1209
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FOR FINANCIAL PROFESSIONAL USE ONLY |
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Contacts
Wholesaler Territory Map
(West)
Greg Porteous
Tel. 415-670-4862
Cel. 415-694-8388
greg.porteous@blackrock.com
(North and Central)
Joseph C. Rosenthal
Tel. 201-942-8790
Cel. 917-658-3303
joseph.rosenthal@blackrock.com
(South and Central)
Tony DeAngelis
Tel. (201) 942-8779
Cel. (551) 208-4555
tony.deangelis@blackrock.com
Talk to us to learn more about:
- Investment strategies for using iShares ETFs in 401(k) plans.
- Providers that now support iShares ETFs in 401(k) plans.
- How advisors are differentiating themselves using ETFs
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