Premier Provider
 401kExchange Logo

 
Prudential

Differentiation Program

Prudential Investments offers proprietary tools and programs to help advisors compete in the retirement plan arena. We can work with you to:

arrow Strengthen relationships by helping plan sponsors meet their fiduciary responsibilities
arrow Win and keep more plans by helping you build scalable, efficient service models
arrow Create and conduct effective investment reviews for prospecting, closing and servicing retirement plans


Schedule a Meeting to Discuss Our Professional Development Programs
Arrow image
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
Fulfilling fiduciary responsibilities is one of the toughest challenges facing plan sponsors today. This unique 50-minute program addresses those concerns by equipping advisors with creative solutions that will capture the interest of plan sponsor clients and prospects.
Building a Scalable and Repeatable Service Model
Win with service
For better or worse, many plan sponsors believe that true product differentiation doesn't really exist. This means they will generally opt for the low-cost provider, unless the advisor can offer a significant service advantage. This program introduces a streamlined service model that integrates industry best practices and can be used for retirement plans of any size.
SChedule a Meeting
to discuss fiduciary concerns
 prudential
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 tool will help differentiate advisors from a service standpoint by providing a formal process that will result in outstanding service to plan sponsors and participants.
Investment Review
Investment Review

This institutional-quality 401(k) analysis report helps clients meet 401(k) fiduciary responsibilities

  • Analyzes any mutual fund mix from any family
  • Compares investment performance with benchmarks and peer groups
  • A powerful door opener to more retirement business which also helps plan sponsors meet their fiduciary responsibilities
  • Saves hours of prep time, allowing more client time. Use it with current clients or to prospect for new ones.

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.
 
prudential
prudential

0171142-00001-00 Ed. 2/2010

Your clients should consider the investment objectives, risks, charges, and expenses of the fund carefully before investing. The prospectus contains this and other important information about the fund. Your clients should read it carefully before investing. Contact the Prudential Investments Sales Desk at (800) 257-3893 to obtain a copy of the prospectus.

An investment in our money market funds is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency. Although the funds seek to preserve the value of your clients' investment at $1.00 per share, it is possible to lose money by investing in the funds.

Mutual fund investing involves risk. The investment return and principal value of an investment will fluctuate so that an investor’s shares, when sold, may be worth more or less than their original cost. There is no assurance the funds’ objectives will be achieved. Keep in mind that asset allocation and diversification do not assure a profit or protect against loss in declining markets. Your clients should consult with their attorney, accountant, and/or tax professional for advice concerning their particular situation.

Mutual funds are distributed by Prudential Investment Management Services LLC, a Prudential Financial company. Prudential Fixed Income Management and Prudential Real Estate Investors are units of Prudential Investment Management, Inc (PIM). Quantitative Management Associates, Jennison Associates, and PIM are registered investment advisors and Prudential Financial companies. Prudential, Prudential Investments, Prudential Financial, the Rock Prudential logo, Jennison Associates, and Jennison are registered service marks of The Prudential Insurance Company of America, Newark, NJ, and its affiliates.

Mutual Funds: Are not insured by the FDIC or any other federal government agency, may lose value, and are not a deposit of or guaranteed by any bank or any bank affiliate.

For financial professional use only.
 

Copyright ©1996-2008 401kExchange. All Rights Reserved.