Congratulations on taking next steps towards a more secure financial future for you and your workforce by expanding your workplace financial wellness program.

Did you know?

  • 95% of employers agree their financial wellness program has helped the company reach its goals.*

When plan participants have the guidance and resources they need, it makes a powerful difference in their – and their families – financial lives. That’s why your next financial wellness upgrade provides ways to help workers reduce student loan and other debt, increase financial literacy and provide access at no additional cost to personalized support to help build nest eggs and emergency savings.

Your new tools, include:

Providing these to workers is no cost to you and is available as an easy to implement upgrade to your existing retirement account experience.

Upgrading is as easy as 1 – 2 – 3.

  1. Request your upgrade now by selecting your deployment month below
  2. Confirm your upgrade – you will need to consent to this change, so documents to review and sign will arrive by email shortly after submitting your request
  3. Learn more about your expanded financial wellness offering and understand how participants will be engaged from the pre-/post- upgrade client emails

Prudential is ready and here to help you and your workforce achieve the outcomes that matter to you most.

Let’s get started!

Step 1. Request your upgrade

*Bank of America, Merrill Lynch 2018 Workplace Benefits Report.

This material is intended to provide information only. This material is not intended as advice or recommendation about investing or managing your retirement savings. By sharing this information, Prudential Retirement® is not acting as your fiduciary as defined by the Department of Labor or otherwise. If you need investment advice, please consult with a qualified professional.

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 are made available through PCS, an SEC registered investment adviser. PCS is not a licensed insurance agency or broker. Life insurance and annuities are issued by The Prudential Insurance Company of America, Pruco Life Insurance Company (except in New York, issued by Pruco Life Insurance Company of New Jersey), Newark, NJ (main office). Variable annuities are distributed by Prudential Annuities Distributors, Inc., Shelton, CT and sold by registered representatives of Pruco Securities, LLC (“Pruco”), member FINRA, SIPC. All are Prudential Financial companies and each is solely responsible for its own financial condition and contractual obligations.

The products and services described in this document are voluntary products and services that are offered on an individual basis. They are not part of any employee benefit plan, or any program sponsored or endorsed by an employer.

Retirement products and services are provided by Prudential Retirement Insurance and Annuity Company (PRIAC), Hartford, CT or its affiliates. PRIAC is a Prudential Financial company.

Group Insurance coverages are issued by The Prudential Insurance Company of America, a Prudential Financial company, Newark, NJ.

Securities products and services are offered through Prudential Investment Management Services LLC (PIMS), Newark, NJ, a Prudential Financial company.

Prudential LINK financial representatives are licensed insurance agents and appointed to represent The Prudential Insurance Company of America and its affiliated insurers and are registered representatives of Pruco.

LINK by Prudential offers a free consultation through PCS and provides an overview of your financial life with proposed solutions for you to consider. You will not receive a written financial plan or investment recommendations as part of the free consultation.

LINK by Prudential occasionally may be referred to as LINK.

Prudential Pathways seminars are provided by a Prudential Financial Professional with The Prudential Insurance Company of America, and are not intended to market or sell any specific products or services. Offering this seminar does not constitute an endorsement of Prudential products or services in any way.

© 2019 Prudential Financial, Inc. and its related entities. All rights reserved. These materials are protected by law, including but not limited to United States copyright, trade secret, and trademark law. No part of these materials, including the trademarks, copyrights, trade secrets, and other proprietary and protected information, may be reproduced, distributed, or transmitted in any form or by any means, including photocopying, recording, or other electronic or mechanical methods, without the express prior written permission of Prudential Financial, Inc. Prudential vigilantly protects and aggressively enforces its rights to the fullest extent permitted by law.

© 2019 Prudential Financial, Inc. and its related entities. 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 Plan Sponsor Use Only

1023065-00001-00 FW_MS_RE4_01