2020
Recordkeeping Survey

Providers

Prudential Retirement

www.prudential.com
Assets ($MM) by Plan Type
Ranked #8$243,860
401(k)74%
403(b)7%
457 9%
NQDC8%
Other2%
Participants by Plan Size
Ranked #103,330,919
<$10MM3%
$10MM – $50MM9%
>$50MM – $200MM19%
>$200MM69%
Plans by Count
Ranked #313,458
% Third-party administration
Not Reported
Related Offerings
HSA integrationDirect
Student Loan RepaymentDirect & via 3rd party
Financial wellness options1
Service Offerings
New client restrictionsNone
Multiple service modelsYes
Offers corporate trustee servicesYes - direct offering
# of internal ERISA counselNR
Will act as §3(16) fiduciaryNo
Participant Services
Call center hoursWeekdays: 8 a.m. - 9 p.m. ET
Online chat supportYes
Mobile app
Managed account optionsMorningstar/Ibbotson
Retirement Income
Displays retirement income estimate on statements
Offers in-plan guaranteed retirement income productsYes
Offers out-of-plan annuity bidding serviceNo
Recordkeeping PlatformFIS Omni