Pension Risk Transfer

Our stability and experience help meet the evolving needs of the PRT marketplace.

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With Nationwide® Pension Risk Transfer, you can have confidence in your choice to de-risk your pension obligations. We can protect your annuitants’ pension benefits through a flexible solution with personalized service, and it’s backed by the strength of a Fortune 100 company that’s been in business for nearly 100 years.

PRT information and resources

How to support your business strategy with PRT

Learn more about why employers consider PRT and how Nationwide can help.

Pension risk transfer: What you need to know

Read our insights and considerations for determining whether PRT is right for your plan.

The Advisor Advocate® blog

Trust this resource for timely, relevant expertise on the topics that matter most to financial professionals and their clients.

Flexible solutions and extraordinary care

We offer a range of capabilities:
  • Broad ability to serve plan needs
  • Handling deferred annuitants
  • New York contract solutions
  • Cost of living adjustments (COLA)
  • Administering supplemental benefits
  • Premium deductions
  • Medicare reimbursements
Enhanced, secure online account maintenance options:
  • Contact information and address updates
  • Tax withholding changes
  • Model changes
  • Generating proof of income
Call centers ensure access and business continuity:
  • Geographically dispersed
  • Multilingual
  • Serving New York

Our extraordinary care lasts beyond the transition
We ensure that plan participants have a seamless change to Nationwide, and we extend the same level of care throughout the life of their annuity.
A team featuring decades of experience in PRT operational excellence
A dedicated team of call center representatives to provide consultative support
Safe and secure contact center authentication and account protection
Robust self-service options, including the ability to initiate retirement online

Meet the PRT team

Vice President
614-677-4100

Paula leads the team in supporting the transfer of pension liabilities to Nationwide from various plan sponsors facing financial difficulties in managing associated financial obligations. With more than 20 years of experience in the Defined Benefit, Pension Risk Transfer and Benefit Administration space, Paula’s core focus has been promoting and achieving operational excellence as an advocate of business strategy improvement and change management.

Director of Business Development
614-249-2984

Richard leads the business development team with oversight or our business strategy, innovation efforts, and sales and distribution. An actuary with more than 20 years of experience in financial services and corporate strategy, Richard’s focus has been on developing our distribution relationships and building out our presale processes.

Director of Operations
352-384-4096

Bob is results-driven, with deep knowledge and experience in pension risk transfer onboarding, administration and regulatory compliance. With three decades of industry experience, he has been charged with ensuring the successful transition of new pension risk transfer contracts and creating and driving service delivery strategies that encompass new business onboarding and client relationship management.