Plan Sponsors


As a plan sponsor, you have built a career upon trust, with thousands of families relying on you to safeguard their financial future. You must work hard to continue to build this trust. That means taking every measure to protect and grow your fund’s investments responsibly, effectively and efficiently. Your plan sponsor software solution is at the forefront of these efforts.

Broadridge provides an operational platform to help plan sponsors fulfill their fiduciary responsibilities. Our plan sponsor software and services have been preferred by the industry’s most respected organizations for more than 25 years. They support informed decision-making, manage compliance, risk and exposure, and streamline operations. So you can deliver the best possible service to your plan’s members, fulfilling your obligation as their trusted financial guardian.

Key Features

  • Custodial data aggregation
  • Investment accounting
  • Bank reconciliation
  • Independent book of record
  • Market data and on-demand analytics
  • Dashboards and reporting

Our plan sponsor solutions are driven by Broadridge Investment Accounting, a mid- to back-office operational platform for investment accounting, financial data management and investment reporting. A complete, flexible and scalable managed services offering delivered across a single, hosted platform, Broadridge Investment Accounting drives optimal efficiency, information utilization and risk mitigation across the enterprise.

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