Meet Broadridge at the 2026 NAPA 401(k) Summit

Be ready to accelerate growth across the retirement plan lifecycle

Growth in today’s retirement landscape requires more than great advice. It demands connected data, scalable infrastructure, fiduciary excellence, participant engagement, and technology that works seamlessly across the entire plan lifecycle.

That’s where we come in.

Broadridge provides the solutions, insights, and operational strength to help you win new business, deepen relationships, improve outcomes, and unlock new revenue opportunities at every stage of the retirement journey.

Accredited Investment Fiduciary® Bootcamp

Marriott Water Street Hotel, Tampa, FL

Saturday, April 18, 2026 | 7:30 AM – 5:30 PM

Join us ahead of the summit to take the first step toward earning your AIF® designation. More investors than ever are expecting advisors to act as fiduciaries in order to win or keep their business. This full day session is a powerful way for you to deepen your knowledge and stay ahead in the field.

From Awareness to Action: Designing Financial Education that Drives Real Change

Sunday, Apr 19, 2026

2:50 PM – 3:40 PM ET

Hear from the Head of iJoin, Steve McCoy, as he joins industry experts to discuss how strategic participant education, interactive techniques, and measurable engagement strategies, can overcome barriers in financial wellness programs and drive meaningful improvements in financial behaviors and outcomes.

Beyond the Plan: Integrating PEPs, Wealth, and Non-Qualified Solutions to Grow Share of Wallet

Tuesday, April 21, 2026

8:00 – 8:50 AM ET

Join our Vice President of Retirement Solutions, Kevin Murphy, as he joins industry experts for a breakfast discussion on how advisors can move beyond standalone retirement plans by integrating PEPs, wealth management, and non-qualified solutions to better serve clients and grow share of wallet.

Fueling growth at every stage

Broadridge solutions are designed to support the full retirement plan lifecycle.

Transform information into actionable strategy:

Plan and participant data aggregation
Advanced analytics, communication, and reporting
Customer segmentation tools
Wealth prospecting insights

Create personalized experiences that drive better outcomes and asset retention:

Marketing and customer engagement tools
Automated rollover technology
Targeted communications powered by analytics
Retirement income enablement solutions

Connect strategy, accounts, and execution through:

Advisor-managed account technology
Retirement income middleware
Integrated platforms that support scalable, personalized advice

Build a resilient, growth-ready infrastructure:

Trade processing and settlement
Integrated trust, custody, and sub-custody services
Customized, advisor-managed retirement-plan strategies using models, UMAs, and more
Operational solutions built for efficiency, risk reduction, and expansion

Drive confidence with tools and expertise that reinforce plan oversight and investment quality:

Fiduciary training and certifications
Investment and account evaluation tools
CIT custody, transfer agency, and fund accounting offerings

Explore our solutions

Owning the retirement-to-wealth journey

Fi360 Fiduciary Score® Top Quartile Report

Non-Qualified Deferred Compensation Plans: A growing and evolving tool in employee compensation

Continuing Education Opportunities

What's next for your business?

Let us listen to you. We want to hear more about what you need to improve your business and drive transformative innovation, efficiency, and growth.

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