Broadridge subsidiary Matrix Trust enables Pacific Life Income Horizon retirement income CIT series launch

Broadridge Financial Solutions, Inc.

Broadridge Financial Solutions, Inc.

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  • Pacific Life launched the Income Horizon collective investment trust series through Matrix Trust, a Broadridge unit, to package guaranteed lifetime income for DC plans.
  • Matrix Trust will act as discretionary trustee, providing CIT governance, fiduciary oversight, operational infrastructure for implementation and ongoing administration.
  • The Income Horizon CIT series will be available through NSCC, aiming to support broader adoption of lifetime income as a distinct asset class.


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