Nationwide Financial offers solutions for most types of investors
We understand that plan participants have different degrees of knowledge and interest in investment management.
That’s why our Participant Account Management feature offers choices ranging from a "hands off" approach to investment management (Professionally Managed Accounts) to one for plan participants who want "hands on" involvement with managing their investments (Self-directed Brokerage Accounts).
You can consider offering a range of options to your clients – with no additional fees to the plan sponsor.
For more information about the available underlying investment options, including all charges and expenses, please consult a fund prospectus. Fund prospectuses and additional information relating to your retirement plan can be obtained by contacting your pension representative or by calling 1-800-626-3112.. Before investing, carefully consider the fund’s investment objectives, risks, charges and expenses. The fund prospectus contains this and other important information. Read the prospectus carefully before investing.
Target Maturity Funds are designed for people who plan to retire during or near a specific year. These funds use a strategy that reallocates equity exposure to a higher percentage of fixed investments over time. As a result, the funds become more conservative over time as retirement approaches. it’s important to remember that no strategy can assure a profit or prevent a loss in a declining market.
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.
Please note that the investment options offered through Nationwide's Fund Window have not been individually selected and are not monitored by the Plan Representative. Nationwide does not monitor the funds offered through Fund Window.
RIA Managed Account Services is a separate financial processing service offered by Nationwide through its affiliate, RIA Services, Inc. that allows sponsors of plans funded with the Nationwide Group Retirement Series to make investment advisory services available to participants. The plan sponsor must determine whether this service is appropriate for participants and consistent with the terms of the plan and has exclusive responsibility for the selection of any investment advisory firm.
Nationwide takes no position as to either the advisability or the necessity of the use of registered investment advisors. Your Employer has selected the registered investment advisor providing this service to the plan and is solely responsible for the selection and monitoring of the registered investment advisor. This service is separate and apart from the actual sale of any Nationwide product which may be used to provide the plan’s underlying investments. The fee for this service is in addition to any asset fee or asset management charges associated with each individual investment option and any applicable recordkeeping fees.
Self-directed brokerage services are available through TD Ameritrade Corporate Services, Division of Ameritrade, Inc., a registered broker/dealer not affiliated with Nationwide.
• 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. Nationwide Mutual Insurance Company and Affiliated Companies, Home Office: Columbus, OH 43215-2220.