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Using Fiduciary Concerns to Capture Retirement Plan Business
Building a Scalable and Repeatable Service Model
Using Fiduciary Concerns to Capture Retirement Plan Business
Build and strengthen relationships
Help plan sponsors address one of their most critical needs—managing fiduciary responsibilities.
Building a Scalable and Repeatable Service Model
Win with service
With so many similar products on the market, delivering standout service can make all the difference. This proven program shows you how.
Schedule a Meeting Now
to discuss fiduciary concerns
Schedule a Meeting Now
to discuss building a service model

Take the First Step
If you’re serious about winning more retirement plan business, review the tools below.
Call your Defined Contribution Team at 800-257-3893
to learn more about how these tools can help build your 401(k) business.
Service Timeline
Service Timeline
This powerful tool takes you step-by-step through the service process—it works for plans of all sizes.
Investment Review
Investment Review
  • Streamlines the plan level review process
  • Helps plan sponsors meet their fiduciary responsibilities
  • A powerful door opener to more retirement business

View Sample Investment Review Report Now

Request a FREE customized analysis
Download our Investment Review request form and email or FAX back to us at 877-284-8651.

Your Defined Contribution Team:
Call: 800-257-3893
Email:
Mike Rosenberg
Director, IODC Sales
Tony Fiore
Eastern
David Bedrick
Central
Craig Mazzini
Western

The Power of Partnership:
Access our financial professional website to take advantage of:
Sales Ideas
Client-Approved Materials
Portfolio Construction and Business Building Tools
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Remind your clients that there are inherent risks involved with investing in the markets, and that their investments may be worth more or less than their initial investment upon redemption. There is no assurance that the investment managers' objectives will be achieved. Professional money management is not suitable for all investors. Your clients' investment objectives, risk tolerance, and liquidity needs must be reviewed before suitable programs can be recommended.

Consider a fund’s investment objectives, risks, charges and expenses carefully before investing. The prospectus contains this and other information about the fund. Read it carefully before investing. Contact the JennisonDryden Sales Desk at (800) 257-3893 to obtain a copy of the prospectus.

Securities products and services are distributed by Prudential Investment Management Services LLC, a Prudential Financial company, and member SIPC. JennisonDryden, Prudential Financial, and the Rock Prudential logo are registered service marks of The Prudential Insurance Company of America, Newark, NJ, and its affiliates.

For financial professional use only. Not for use with the public.

IFS-A145413 Ed. 3/2008

 

 

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