No one knows your clients' retirement plan needs better than you. That's why we created Nationwide Retirement Flexible Advantage – offering the flexibility and control to allow you to design unique retirement plans for clients.
Open architecture features more than 1,000 institutional investment options from more than 90 fund families. View a complete fund lineup.
Seven target date fund families including those that manage clients to and through retirement.
Target Maturity Funds are designed to provide diversification and asset allocation across several types of investments and asset classes, primarily by investing in underlying funds. Therefore, in addition to the expenses of the Target Maturity Funds, an investor is indirectly paying a proportionate share of the applicable fees and expenses of the underlying funds. Target Maturity funds are subject to market risk and loss. Loss of principle can occur at any time, including before, at or after the target date. There is no guarantee that target date funds will provide enough income for retirement.
Nationwide ClearCredit® − reduces the asset fee based on payments from funds for participants who have invested in those funds.
Fund Window − allows participants access to all available investment options outside of the core lineup at no additional cost.
Lifestyle/risk-based funds – offers participants a choice in their asset mix according to the level of risk and return appropriate for their current life situation.
Self-directed brokerage accounts – gives participants ability to invest in practically any publicly traded mutual fund or stock.
Professionally managed accounts for participants – allows participants to pick a registered representative to make investment decisions for them.