Read our most recent report on the latest news and information about the PRT industry.
Review past PRT Market Watch reports and other timely information about pension risk transfers.
Useful information and resources
Learn more about why employers consider PRT and how Nationwide can help.
Read our insights and considerations for determining whether PRT is the right solution.
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:
- Handling deferred annuitants
- New York contract solutions
- Cost-of-living adjustments (COLA)
- Administering supplemental benefits
- Premium deductions
- Medicare reimbursements
We provide enhanced, secure online account maintenance options:
- Contact information and address updates
- Tax withholding changes
- Retirement income modeling tool
- Generating proof of income
- Downloading year-end tax reporting forms
- Running customized benefit commencement scenarios
Call centers ensure access and business continuity:
- Geographically dispersed
- Serving New York
Meet the team
Contact our team members for more information
With more than 20 years of experience in the Defined Benefit, PRT and Benefit Administration space, Paula’s focus is operational excellence.
Director of Business Development
Richard leads the business development team with oversight of our market strategy, innovation efforts, and broker relationship management.
Director of Operations
Bob is results-driven, with deep knowledge and experience in pension risk transfer onboarding, administration and regulatory compliance.
Director of Business Development — Distribution & Sales
Josh leads our Distribution & Sales, bringing almost 20 years of pension experience in Defined Benefit Administration combined with pre/post-sale PRT.
Director of Strategic Program Management
Tara leads the development and delivery of the strategic business framework to support the growth of Nationwide Financial PRT.