Your Retirement Plan Team
Three experts help make your retirement plan successful – your investment professional, Nationwide and your plan administrator.
Your investment professional
Count on your investment professional to:
- Help determine investment selection criteria
- Provide participant education
- Conduct annual plan reviews
If you don’t have an investment professional you are comfortable with, Nationwide is happy to recommend a trusted professional for you. Call us at 1-800-262-401k for more information.
Nationwide®
Work with the No. 1 provider of defined contribution plans in the country1, and you know you’ll get the service and results you need.
Count on Nationwide to:
- Maintain recordkeeping
- Distribute quarterly statements and newsletters
- Offer websites for the plan and the participant
- Tell you about legislative issues and updates that would concern you
- Deliver comprehensive and simple tools such as the Nationwide Financial Fiduciary SeriesSM, designed to help you understand and manage your fiduciary responsibilities
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.
Plan administrator
We work with only the most successful firms to provide you retirement plan solutions using one of the most flexible platforms in the industry.
Count on the plan administrator to:
- Provide customized plan design
- Provide local service and ongoing plan administration
- File IRS documents and other compliance services
- Administer loans and benefit payments
Your investment professional and Nationwide will recommend a local administrator to meet your needs.
1Based on the number of recordkeeping plans, PLANSPONSOR magazine (June 2007).
Trust programs and trust services are offered by Nationwide Trust Company, FSB a division of Nationwide Bank.
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