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Comprehensive Advisory Services
If our advisory service department was a stand-alone business segment, separate from Prudential Retirement, it would be one of the largest advisory practices in the country. Our highly credentialed service staff of over 200 advisors. averages over 20 years of industry expertise and is ready to meet your advisory needs. And we’re skilled at partnering with other advisors you may wish to retain to ensure that you receive fully integrated information.

With that in mind, we offer comprehensive services in the following key areas:

Plan Management—As a plan sponsor, you have a fiduciary responsibility to manage your plans wisely. To best meet your event driven design, modeling and forecasting needs, our experienced advisors offer the following specialized products and services:
  • Pension and retiree health and welfare actuarial valuations
  • Strategic plan design
  • Financial analysis and forecasting
  • Asset liability modeling
Mergers & Acquisitions—Mergers and acquisitions add a layer of complexity to an already challenging job. Our M&A services provide you with the tools and expertise you need to achieve a seamless transition while meeting your deadlines and fiduciary responsibilities. Services include:
  • Pre-merger analysis
  • Plan design
  • Strategic communications
  • Transition process
  • Post-merger follow-up
Investments—At Prudential Retirement, our Investment Advisory Services philosophy is really quite simple. We believe:
  • An investment strategy must consider a plan’s or an individual's distinct risk preferences, time line and expectations.
  • Asset diversification provides the best opportunity for managing investment risk
  • No single investment manager is “best-in-class” consistently.
  • Active management helps increases the likelihood of better performance.
  • Rigorous, ongoing risk-adjusted performance measures support sound decision-making.
In close cooperation with your advisor, our services in this area include:
  • Investment policy development and monitoring
  • Asset allocation strategies for defined benefit programs
  • Due Diligence Advisor Program, where available
  • Investment guidance and ongoing review
Compliance—Our advisors will work with you to meet the ongoing regulatory and compliance needs associated with qualified and non-qualified plans. Services in this area include:
  • Compliance Testing
  • Pension and Retiree Health and Welfare ActuarialValuations
  • Drafting and Maintenance of Plan Documents and Summary Plan Descriptions
  • Government Filings


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Prudential Retirement’s Manager of Managers funds are offered through separate accounts available under group annuity contracts issued by Prudential Retirement Insurance and Annuity Company (PRIAC), Hartford, CT, a Prudential Financial company.

Securities products and services are offered by Prudential Investment Management Services LLC (PIMS), Three Gateway Center, 14th Floor, Newark, NJ 07102-4077. PIMS is a Prudential Financial company.

Prudential Retirement and Prudential Financial are registered service marks of The Prudential Insurance Company of America, Newark, NJ and its affiliates. Prudential Retirement is a Prudential Financial business.

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Securities products and services are offered through: Pruco Securities, LLC, and Prudential Investment Management Services, LLC, both members SIPC and located in Newark, NJ, or Prudential Annuities Distributors, Inc., located in Shelton, CT. All are Prudential Financial companies. PRU, Prudential, Prudential Financial, the Rock logo and the Rock Prudential logo are registered service marks of The Prudential Insurance Company of America and its affiliates. Site for U.S. persons only.

Prudential Financial, its affiliates, and their licensed financial professionals do not render tax or legal advice. Please consult with your tax and legal advisors regarding your personal circumstances.

Securities and Insurance Products:
Not Insured by FDIC or any Federal Government Agency May Lose Value Not a Deposit of or Guaranteed by the Bank or any Bank Affiliate

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