Plan Support

We help make it easier for you to offer a retirement plan. With Nationwide, you’ve got a team behind you.

The team

Three key players help make your retirement plan successful – your investment professional, Nationwide and your plan administrator.

Your investment professional
    • Helps determine investment selection criteria
    • Educates participants
    • Performs annual plan reviews

Nationwide
    • Maintains vital records
    • Distributes statements and newsletters
    • Provides web resources for you and your employees

Your plan administrator
    • Designs a plan to fit your needs
    • Provides local service and plan administration
    • Files IRS documents and other compliance services
    • Administers loans and benefit payments

The resources

For you
Offering your company a retirement plan comes with responsibilities, but it doesn’t have to be intimidating. We help you by providing tools to monitor investment performance, plan activity and individual participation.

For your employees
A plan is successful only if your employees understand its value – and use it. They need timely information to make the right decisions to help them reach their retirement goals.

Your employees will have access to:
    • Educational and entertaining enrollment materials
    • An informative website with interactive learning center
    • Quarterly newsletters in English and Spanish
    • Ongoing investment-focused workshops

The support

We offer the Nationwide Financial Fiduciary Series^SM to help you select and monitor plan investments, as well as meet your fiduciary obligations as a plan sponsor.

The Nationwide Financial Fiduciary Series is general in nature and is not intended to constitute legal or investment advice on any particular matter. Neither Nationwide nor any of its representatives provide tax, financial or legal advice. The Nationwide Financial Fiduciary Series is not for participant use.

Take the next step

Learn more about how Nationwide can help make it easier for you to offer a retirement plan.

Just complete the online information request form and we’ll get back to you.
Or give us a call at 1-888-262-401k.

^{Not a deposit • Not FDIC or NCUSIF insured • Not guaranteed by the institution • Not insured by any federal government agency • May lose value}

^{The Nationwide® Group Retirement Series includes unregistered group fixed and variable annuities and trust programs. The unregistered group fixed and variable annuities are issued by Nationwide Life Insurance Company. Trust programs and trust services are offered by Nationwide Trust Company, FSB a division of Nationwide Bank®. Nationwide Investment Services Corporation, member FINRA. In MI only: Nationwide Investment Svcs. Corporation.}

NFW-1915AO