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Nationwide Financial Introduces Investment Solutions BuilderSM

February 29, 2012

New online tool enables Registered Investment Advisers to build fund lineups, create asset allocation models for fee-based retirement plans

Columbus, Ohio - Nationwide Financial Services, Inc. has launched Investment Solutions Builder, a web-based investment tool that allows Registered Investment Advisers (RIAs) to build and manage retirement plan fund lineups and asset allocation models for sponsors and participants with control and flexibility, online, anytime.

Industry trends demonstrate the need for RIAs to have the flexibility to create and manage plans’ investments and asset allocation models through an automated process. Last year, 63.8 percent of plans changed their fund lineup while only 19.7 percent did so in 20091.

“We developed Investment Solutions Builder based on insights gained directly from extensive usability testing by Registered Investment Advisers,” said Anne Arvia, president of Retirement Plans for Nationwide Financial. “We found they’re looking for a portfolio-building tool that provides the control, flexibility and expertise that will facilitate their service to clients, findings that drove the design and functionality of Investment Solutions Builder.”

Investment Solutions Builder will allow RIAs who specialize in retirement plans to build and manage a plan’s core fund lineup from more than 1,000 options and in the process:

RIAs will also be able to create and maintain plan-level asset allocation models for plan participants, allowing the RIAs to:

Investment Solutions Builder’s technology also provides integration of asset allocation models into the participant enrollment materials, websites and statements, which creates efficiency for both the RIA and plan participants.

There are no additional charges to the RIA, plan sponsor, or participants when using Investment Solutions Builder.

Investments Solutions Builder follows the launch of Nationwide Retirement Flexible AdvantageSM last fall, which offers retirement plan specialist advisors a diverse selection of investment options, no proprietary fund requirements, fee transparency, fee-based compensation and comprehensive support.

“Whether it’s through products like Flexible Advantage or resources like Investment Solutions Builder, we’re continually looking at ways to address the needs of advisors in the design and format they prefer, allowing them to focus on helping their clients prepare for and live in retirement,” said Arvia.

RIAs who would like to learn more about Investment Solutions Builder can call 1-800-626-3112.

About Nationwide 

Nationwide Mutual Insurance Company, based in Columbus, Ohio, is one of the largest and strongest diversified insurance and financial services organizations in the U.S. and is rated A+ by both A.M. Best and Standard & Poor’s. The company provides customers a full range of insurance and financial services, including auto insurance, motorcycle, boat, homeowners, pet, life insurance, farm, commercial insurance, annuities, mortgages, mutual funds, public and private sector retirement plans, long-term savings plans and specialty health services. For more information, visit

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