Best-in-Class Investment Approach

As a leading provider of retirement solutions for everything from nationally known corporations to complex Taft-Hartley plans, non-profits to state and county governments and small businesses to limited partnerships, we recognize that no two sponsors needs are ever the same. That's why we'll work closely with your advisor to provide an investment solution that meets your needs. And why the cornerstone of our business has always been to provide a wide range of products-including institutionally sub-advised mutual funds, proprietary funds, retail mutual funds and self-directed brokerage accounts-that create competitive overall investment offering for individual sponsors and their participants. We understand that a truly customized solution helps participants grow retirement assets while also protecting them for their income needs.

Clients benefit not only from our long heritage of being exclusively focused on retirement investing but also from the depth and breadth of our investment team. Hands-on professionals, with an average of 13 years of investment experience, apply a rigorous, disciplined process for selecting, monitoring and evaluating investment options.

Investment Offering

Where available, our investment offering includes a full spectrum of broad, open choice funds with fiduciary support, from accumulation to distribution. Our exclusive Manager of Managers (MoM) product strives for best-in-class investment performance by defining success vis-à-vis long-term performance strength, consistent investment philosophy, style consistency and a disciplined risk-management and selection process. Because Prudential Retirement assumes fiduciary status, this program provides built-in fiduciary protection.

In addition, we offer mutual funds, self-directed brokerage accounts, as well as fully integrated participant tools such as GoalMakerSM-our premier asset allocation program-and various income replacement products.
While GoalMaker provides effective model portfolios for participants to use, we always remind them that asset allocation and diversifiaction principles do not guarantee against loss of principle or interest. It is possible to lose money investing in securities.


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