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Personal assistance

Your plan offers a wide range of resources, whether you’re just starting out, getting ready to retire, or anywhere in between.

When it comes to saving for your financial future, you’re not alone.

Just because you’ve decided to save for your own financial future doesn’t mean you have to go it alone. We’re here to help you throughout your journey with caring, professional support that is always on your side.

At any time, you’ll have access to a team of professional retirement counselors who are ready to help you. Simply ask your benefits administrator for more information.

We want you to feel comfortable and confident saving for retirement. After all, this is your financial future we’re talking about. No one knows better than you the importance of making sure your savings is always working as hard as it can.

Veronica Pinckney, CRCManager, Prisma Health Retirement Counselors

(Upstate)

Cell: 864-923-2720
veronica.pinckney@prudential.com

Douglas Bazley, CFP, CRPCRetirement Counselor

(Upstate)

Cell: 864-361-1408
douglas.bazley@prudential.com

Scott Moore, CRPCRetirement Counselor

(Upstate)

Cell: 864-417-5824
scott2.moore@prudential.com

Lucretia WindomRetirement Counselor

(Midlands)

Cell: 803-849-2298
lucretia.windom@prudential.com

Clay Thompson CRC®1, ChFC®Retirement Counselor

(Midlands)

Cell: 803-230-0998
clay.thompson@prudential.com

Upcoming Events

Don’t miss out! Join us for one or more of our monthly 20-minute Retirement Resources with Prudential sessions live on Webex:

Date/Time Session Key Topics
6/21/21, Monday, 12:30 p.m. Prudential Mobile App opens in new window
  • How to download the app
  • What actions can you perform on the app
7/21/21, Wednesday, 12:30 p.m. Making the Maximum Contributions to Your Retirement Accountopens in new window
  • 2021 IRS contribution limits for 403(b), 401(a), and 457 plans
  • Catch-up provisions for each plan for age 50+
  • Establishing a budget that includes retirement contributions
8/17/21, Tuesday, 12:30 p.m. My Rock Financial Wellness Toolopens in new window
  • Features of this tool
  • How this tool can help prepare me for retirement
9/21/21, Tuesday, 12:30 p.m. Financial Wellness Toolsopens in new window
  • Review resources online
  • Explore the tools and how they can assist with the planning process
10/21/21, Thursday, 12:30 p.m. Budgeting Financial Toolopens in new window
  • Learn about how to use the tool to create and set a budget
11/16/21, Tuesday, 12:30 p.m. Contribution Options in the Retirement Savings Plan Pretax vs Rothopens in new window
  • Review the different contribution options
12/1/21, Wednesday, 12:30 p.m. IRS Contribution Limits for 2021 and 2022opens in new window
  • Know the IRS limits for 2021 and 2022 to plan ahead for maxing your employer accounts

Prisma Health Retirement Savings Plan Plan Resources & Quick Actions

View Plan Documents

Get all plan communications, forms and documents here.

Go to forms & documents

Get In Touch

Get contact info for your plan counselors and administrators.

View plan contacts

Sign Up For Online Access

Register to review your account details.

Create an online account

Log In To Your Account

View account details, customized planning tools and more.

Log in to your account