Retirement Solutions for Advisors | Prudential Financial

Web Content Viewer

We are committed to our partnership and your success and have programs to help you diﬀerentiate yourself and grow your business through segmentation.

We also oﬀer tools and resources speciﬁcally designed to help drive better organizational outcomes for your plan sponsor clients and ﬁnancial wellness outcomes for their participants.

Access your account anytime, from anywhere.

800-353-2847

Contact our Sales Team for any questions.

Web Content Viewer

Programs to Help You Stand Out from the Crowd

Prudential oﬀers programs to help you diﬀerentiate yourself and build personal and relevant connections with plan sponsors in memorable and meaningful ways.

Web Content Viewer

Find the tools and resources you'll need to have deeper, more meaningful conversations with clients and prospect on familiar topics in new and interesting ways.

We've developed programs in the Taft-Hartley, Public Sector, Manufacturing and Healthcare segments consisting of valuable research, tools and insights. Leverage these in prospecting and client engagement eﬀorts.

Web Content Viewer

Retirement Plan Solutions

Prudential oﬀers a suite of retirement plan solutions that can help plan sponsors drive better ﬁnancial wellness outcomes for their participants and their organization.

Web Content Viewer

Defined Contribution

We have over 3 million participants and $288.2 billion in assets under management, serving plans for public, private and non-proﬁt organizations.¹

Defined Benefit

We have been servicing deﬁned beneﬁt plans since 1923, and currently have $144.2 billion in total assets under management. ²

Total Retirement Solutions (TRM)

Our full suite of Deﬁned Beneﬁt, Deﬁned Contribution and Nonqualiﬁed Deferred Compensation plan services provides access to market-leading products, services and solutions in all key retirement beneﬁt areas. TRS integrates multiple plans into one seamless platform that can help plan sponsors achieve their goals and meet their human resource, risk and cost objectives, while providing holistic ﬁnancial wellness solutions for participants.

Nonqualified Plans

We can help you structure customized nonqualiﬁed deferred compensation plans, present cost-eﬀective solutions and deliver dedicated service to clients looking to attract and retain executives critical to their growth and success.

Web Content Viewer

Prudential Retirement can help employers design their retirement beneﬁts programs to support their enterprise goals and drive the desired outcomes for participants.

Web Content Viewer

DC Optimization can help our employers engineer a retirement formula that allocates employer dollars more thoughtfully than a traditional one-size-fits-all formula.

PruNOW allows sponsors to understand how their plan design is likely to influence how much participants will save, and more importantly, how much each and every one of its people will likely need to save to retire.

PlanFit can show plan sponsors how their offerings stack up against those offered by direct rivals, as well as firms in other industries that may be competing for workers with the same skill set.

The Plan Power score (1 to 100) measures a plan's design, the value of outcomes it provides versus the money spent by plan sponsors. It also examines how well the design prepares a typical participant for retirement.

Web Content Viewer

Along with top-notch asset management, we believe that plan participants should have access to an asset allocation strategy to help them manage market volatility and improve diversiﬁcation. We oﬀer a full suite of asset allocation solutions, including those that integrate risk-mitigating solutions—like stable value and in-plan guaranteed lifetime income—and are not typically oﬀered by asset managers.

Web Content Viewer

Prudential IncomeFlex Target is an in-plan guaranteed lifetime withdrawal beneﬁt for plans that provide participants with guaranteed lifetime income, sustained potential for growth, downside market protection for retirement income and complete access to participant market value.³

Web Content Viewer

With model portfolios designed by Morningstar Investment Management LLC, GoalMaker can help participants get on track—and stay on track—to meet their retirement goals. GoalMaker is an optional asset allocation program that helps lead participants to the appropriate investment mix.

Web Content Viewer

Through challenging times and all economic cycles, our solutions deliver safety, liquidity and competitive returns for investors.

Web Content Viewer

Financial Wellness Solutions

By helping plan sponsor clients and prospects strengthen their businesses and drive better ﬁnancial wellness outcomes for their workers, you have an opportunity to grow your business. We’re committed to bringing you the tools and solutions to help you do just that.

Web Content Viewer

Budgeting Tool

A budgeting tool that helps participants get at and stay on track for a secure retirement.

Student Loan Assistance, an employer-driven program that helps employees tackle their student loan debt.

An Emergency Savings feature that helps participants prepare for the unexpected.

Prudential Pathways, a series of in-person seminars presented by licensed ﬁnancial professionals.

Web Content Viewer

Financial Wellness Coaching, a digital, education-focused service.

Monthly Webinars conducted online by Prudential Retirement counselors along with on-site seminars.

LINK by Prudential, a personalized experience that determines what’s important to you and connects you with solutions, ﬁnancial professionals and ﬁnancial wellness tools.

Web Content Viewer

Learn about tools for advisors

Web Content Viewer

The student loan assistance services are provided by Student Loan Beneﬁts, Inc., doing business as Vault. Vault is a third-party provider that is independent from Prudential and its subsidiaries. Student loan assistance services are provided through a voluntary, individually selected program that is not a group insurance product and is not part of any employee beneﬁt plan. Access to Vault student loan assistance services is provided through Prudential Workplace Solutions Group Services, LLC (“PWSGS”). PWSGS is an aﬃliate of Prudential Financial, Inc. PWSGS is not an licensed insurance company and does not provide insurance products or services, and does not provide investment or other advice.

Web Content Viewer

Retirement security for participants. Financial statement stability. Greater focus on your core businesses. Plan contribution certainty. Strategic ﬂexibility.

Web Content Viewer

Source: Prudential Retirement Internal Data as of 12/31/2018
Source: Prudential Retirement Internal Data as of 12/31/2018
IncomeFlex Target does not guarantee market value, which will ﬂuctuate with market volatility

Web Content Viewer

This policy provides disability income insurance only. It does NOT provide basic hospital, basic medical or major medical insurance as deﬁned by the New York State Department of Financial Services.

North Carolina Residents: THIS IS NOT A MEDICARE SUPPLEMENT PLAN. If you are eligible for Medicare, review the Guide to Health Insurance for People with Medicare, which is available from the company.

Group Insurance coverages are issued by The Prudential Insurance Company of America, a Prudential Financial company, 751 Broad Street, Newark, NJ 07102. Prudential Financial Inc. of the United States is not aﬃliated with Prudential plc., which is headquartered in the United Kingdom.
© 2019 Prudential, the Prudential logo, the Rock symbol, and Bring Your Challenges are service marks of Prudential Financial, Inc. and its related entities, registered in many jurisdictions worldwide.

For Compliance Use Only: 1025619-00001-00

Web Content Viewer

Assurance IQ, LLC a wholly-owned subsidiary of Prudential Financial, Inc. matches buyers with products such as life and health insurance and auto insurance, enabling them to make purchases online or through an agent. Neither Prudential Financial, Inc. nor Assurance IQ offers, underwrites, or administers health plans or health insurance policies.

LINK by Prudential is an umbrella marketing name for Prudential Customer Solutions LLC (“PCS”), Prudential Annuities Distributors, Inc. and various subsidiaries of The Prudential Insurance Company of America. Investment advisory products and services of LINK by Prudential are made available through PCS, an SEC registered investment adviser. PCS is not a licensed insurance agency or broker. Prudential LINK and LINK by Prudential occasionally may be referred to as LINK.

Securities products and services are offered through: Pruco Securities, LLC and Prudential Investment Management Services, LLC, both members SIPC Opens in new window and located in Newark, NJ, or Prudential Annuities Distributors, Inc., located in Shelton, CT. All are Prudential Financial Opens in new window Statement of Financial Condition PDF opens in new window for Prudential Investment Management Services, LLC.

Insurance and/or annuities are issued by The Prudential Insurance Company of America, Pruco Life Insurance Company (except in NY and/or NJ), Pruco Life Insurance Company of New Jersey (in NY and/or NJ), and Prudential Annuities Life Assurance Corporation (PALAC). Each is a Prudential Financial company located in Newark, NJ (main office), except for PALAC which is located in Shelton, CT (main office), and each is solely responsible for its own financial condition and contractual obligations.

Variable annuities are distributed by Prudential Annuities Distributors, Inc., Shelton, CT.

Retirement products and services are provided by Prudential Retirement Insurance and Annuity Company, Hartford, CT, or its affiliates.

This web page is being provided for informational or educational purposes only and does not take into account the investment objectives or financial situation of any client or prospective clients. The information is not intended as investment advice and is not a recommendation about managing or investing your retirement savings. Clients seeking information regarding their particular investment needs should contact a financial professional. Prudential Financial, its affiliates, and their financial professionals do not render tax or legal advice. Please consult with your tax and legal advisors regarding your personal circumstances.

This website is for U.S. persons Opens in new window and may not be approved in all states. Information contained on this site does not and is not intended to constitute an advertisement, solicitation or offer for sale in any jurisdiction, outside the United States of America, where such use would be prohibited or otherwise regulated.

"Prudential Advisors" is a brand name of The Prudential Insurance Company of America and its subsidiaries.

Prudential, the Prudential logo, the Rock Symbol and Bring Your Challenges are service marks of Prudential Financial, Inc. and its related entities, registered in many jurisdictions worldwide.

Prudential Financial, Inc. of the United States is not affiliated with Prudential plc, which is headquartered in the United Kingdom.

Pruco Life Insurance Company, an Arizona company - California COA # 3637. The Prudential Insurance Company of America - California COA # 1179. Prudential Retirement Insurance and Annuity Company - California COA # 08003. The Prudential Life Insurance Company of America Newark, NJ.

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.

Template: 1000797-00002-00

Web Content Viewer