Group Retirement Plans

Learn About

Business Resource Center

It’s All About Choice

We understand that your plan participants will have different degrees of knowledge and interest in investment management. Whether a participant wants to be “hands off” with their investments or “hands on,” options are available that will feel like the right fit for them. Please keep in mind that investing involves market risk, including possible loss of principal, and there is no guarantee that investment objectives will be achieved.

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

Professionally managed accounts

Do your participants ask for, or need, help when it comes to choosing their retirement plan investments?

At Nationwide, we offer professionally managed accounts. This service takes the burden of investing off the shoulders of your plan participants and places the responsibility under the full discretionary control of your choice of Registered Investment Advisors offered.

For more information about professionally managed accounts, call 1-888-262-401k.

RIA Managed Account Services is made possible through an administrative arrangement between Nationwide Financial® and its affiliate, RIA Services, Inc. RIA Managed Account Services is intended to facilitate the availability and use of RIA money managers for plans sponsors with plans funded with The Best of America Group Retirement Series products or programs who wish to provide their plan participants with access to professional investment advice.

Under the arrangement, RIA Services, Inc. will serve as the administrative liaison between Nationwide and the RIA money managers by forwarding financial transactions directed by such firms to Nationwide and then reporting participant account information back to the RIA money managers. This is exclusively a financial processing service offered by Nationwide to its clients through RIA Services, Inc. for those clients who wish to avail themselves of such service. Nationwide takes no position as to either the advisability or the necessity of such a service. Nor does Nationwide necessarily endorse the use of registered investment advisors in general.

It is the responsibility of the plan’s investment fiduciaries to select this service in accordance with the plan’s established investment criteria. 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.

Lifestyle/target maturity funds

Are your participants overwhelmed by the number and different types of investment options?

Nationwide^® offers passively managed portfolios, where the asset mix is determined according to the level of risk and return that is appropriate for a participant’s current life situation.

For more information about the funds available, including all charges and expenses, please consult a prospectus. Fund prospectuses and additional information relating to your retirement plan can be obtained by contacting your pension representative. 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.

For more information on our investment style options, give us a call 1-888-262-401k.

Designated funds

These investment options, we refer to them as your plan’s Designated Funds, usually cover all asset classes and offer a diverse fund menu to participants.

Your Investment Professional works with you to help designate your plan’s core investment options.

For more information on our designated funds, give us a call 1-888-262-401k.

Nationwide Financial^® Fund Window

Do you want to offer your participants access to investment options outside of your plan’s designated funds? Then why not open the Fund Window?

The Fund Window gives your participants access to any of the hundreds of investment options available in our retirement products.

For more information on the Fund Window, give us a call at 1-888-262-401k.

Please note that the investment options offered through Nationwide’s Fund Window have not been individually selected and are not monitored by your Plan Representative. These investment options may require investment expertise and/or professional management advice to prudently manage. In addition, some of these investment options may have higher Nationwide asset fees than the investment options selected by your Plan Representative. Nationwide does not make recommendations or give investment advice.

Self-directed brokerage account

Are your participants market savvy?

Nationwide^® offers a Self-directed Brokerage account option. Through a self-directed brokerage account, your participants have access to, and can invest in, virtually any publicly traded mutual fund or stock.

For more information about a self-directed brokerage account, give us a call 1-888-262-401k.

Self-directed brokerage services are available through TD Ameritrade Corporate Services, Division of Ameritrade, Inc., a registered broker-dealer not affiliated with Nationwide.

Trust programs and trust services are offered by Nationwide Trust Company, FSB a division of Nationwide Bank.

NFW-1296AO