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Prudential Research & Perspectives Our original research and thought leadership provide vital insights into important issues for our clients, financial professionals, policymakers, and the general public.

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The Asian American Financial Experience

The Asian American Financial Experience

This study explores the Asian Americans' shared focus on financial progress, stability, and security of the extended family.
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What Widows and Widowers Approaching Retirement Need to Know About Claiming Social Security Survivor Benefits

What Widows and Widowers Approaching Retirement Need to Know About Claiming Social Security Survivor Benefits

Outlines claiming strategies for those who are entitled to both their own worker benefit and a survivor benefit to help maximize the potential lifetime retirement income that Social Security provides.
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Insights for Optimizing Your Employee Benefit Program

Insights for Optimizing Your Employee Benefit Program

Prudential offers unique perspectives, based on insights gleaned from experiences as both a retirement and group insurance provider, on ways employers and their consultants or advisors can optimize their complete portfolio of benefit offerings.

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Innovative Strategies to Help Maximize Social Security Benefits - Updated 2016 Edition

Innovative Strategies to Help Maximize Social Security Benefits - Updated 2016 Edition

Features Social Security claiming strategies following the Bipartisan Budget Act of 2015, focusing on ways to reduce taxes and create larger streams of Social Security income for those who are married, divorced, or widowed.
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Looking Ahead in Retirement and Benefits Planning

Looking Ahead in Retirement and Benefits Planning

This sixth annual research report, commissioned by Prudential and prepared by CFO Research Services, provides insights into senior finance executives' perspectives on financial wellness programs, defined benefit and defined contribution plans, pension risk transfer, and outsourcing benefits administration.
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A Rising Interest in Outsourcing Benefits Administration

A Rising Interest in Outsourcing Benefits Administration

The fifth brief from CFO Research, in collaboration with Prudential, looks at the trends senior finance executives believe may lead to increased outsourcing of benefits administration.
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Pension Risk Transfer: Annuities Getting Increased Attention

Pension Risk Transfer: Annuities Getting Increased Attention

In this fourth insight brief from CFO Research and Prudential, senior executives share their thoughts on the use of pension risk transfer, especially in the form of a group annuity buyout transaction, as a potential solution to transfer their companies’ defined benefit obligations.
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Closing the Gap in DB Plans

Closing the Gap in DB Plans

The third installment of CFO Research, in collaboration with Prudential, explores senior executives’ views on how their companies are addressing the funded status of their defined benefit (DB) plans.
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Helping Employees Achieve Secure—and Timely—Retirements

Helping Employees Achieve Secure—and Timely—Retirements

CFO Research, in collaboration with Prudential, asks senior finance executives their views on defined contribution plans, and what options could help improve the retirement security of employees.
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The Value of Employees’ Financial Wellness

The Value of Employees’ Financial Wellness

In this first in a series of five briefs, CFO Research, in collaboration with Prudential, surveys finance executives to understand their support of financial wellness programs in the workplace and how these programs could benefit both employers and employees.
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