Prudential
Prudential Retirement

Tools


The Prudential IncomeFlex Target® Calculator

This inter-active modeling tool illustrates the intrinsic value of in-plan guaranteed retirement income.  The Calculator provides the ability to run different participant scenarios based on birthday, retirement age, initial transfer of assets, and monthly contributions yielding hypothetical market value, income base and lifetime annual withdrawal amount.

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Offering Choice in Asset Management

Target-date funds have become a popular investment option, with nearly 40% of defined contribution plan assets and the majority of flows projected to be captured by 2015.¹ Learn about the array of target-date fund management firms that are available as the underlying investment of IncomeFlex Target.

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The Strength of the Rock

Summary of how Prudential has been meeting financial challenges for over 135 years, key characteristics of Prudential Financial, Inc., the financial strength ratings of The Prudential Retirement Insurance and Annuity Company, and how Prudential Retirement® has been an industry leader for over 85 years.

 

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Guaranteed Retirement Income Update: A Timeline of Regulatory Guidance

Prudential Retirement summarizes Department of Labor, Treasury and IRS rulings and guidance related to guaranteed retirement income since 2007.

 

Download the update | PDF, 271k

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1“Winning in the Defined Contribution Market of 2015,” McKinsey & Company, 2010. The target date of the fund typically corresponds with the approximate date the investor expects to retire or begins withdrawals. Target-date funds become more conservative as the target date approaches by lessening equity exposure and increasing exposure to fixed income type investments. Principal value is never guaranteed, including at the target date.

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Guarantees are based on the claims-paying ability of the insurance company and are subject to certain limitations, terms and conditions. Withdrawals or transfers (other than transfers between IncomeFlex Target Funds) proportionately reduce guaranteed values prior to locking in. After lock-in, withdrawals in excess of the lifetime annual withdrawal amount will reduce future guaranteed withdrawals proportionately.


For informational or educational purposes only. This material is not intended as advice or recommendation about investing or managing your retirement savings. By sharing it, Prudential Retirement is not acting as your fiduciary as defined by the Department of Labor's Fiduciary rule or otherwise. If you need investment advice, please consult with a qualified professional.