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Provide plan sponsors with a solid solution to de-risk their pension obligation

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
  • 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 team

Contact our team members for more information

Paula Cole

Vice President

Phone: 614-677-4100
With more than 20 years of experience in the Defined Benefit, PRT and Benefit Administration space, Paula’s focus is operational excellence.

Richard Johnson

Director of Business Development

Phone: 614-249-2984
Richard leads the business development team with oversight of our market strategy, innovation efforts, and broker relationship management.

Bob Loveless

Director of Operations

Phone: 352-384-4096
Bob is results-driven, with deep knowledge and experience in pension risk transfer onboarding, administration and regulatory compliance.

Josh Selvidio

Director of Business Development — Distribution & Sales

Phone: 203-738-9113
Josh leads our Distribution & Sales, bringing almost 20 years of pension experience in Defined Benefit Administration combined with pre/post-sale PRT.

Tara Beckstedt

Director of Strategic Program Management

Phone: 614-249-4340
Tara leads the development and delivery of the strategic business framework to support the growth of Nationwide Financial PRT.