Enrollment

We can help enroll participants easily and quickly online with:
  • Dedicated Field Service Representatives offer in-person and on-site support to enroll participants
  • Auto enrollment helps lower the barriers to increasing participation and deferral rates.
Retirement preparation and transition toolkit
Access resources that you can share to help participants feel confident 
about their upcoming retirement.
Access the toolkit

Participant education materials

Our comprehensive suite of financial wellness educational presentations and corresponding handouts can help your employees in their retirement readiness journeys. Many of these presentations are available as on-demand videos and live webinars, in English and in Spanish. Please contact your Nationwide representative to learn more about available topics.

Group retirement plan support

When you choose to establish a company retirement plan with Nationwide, you will have a team to support you. Here are the key people and resources available to help make your plan successful.

Nationwide

  • Provides access to investments and performs recordkeeping
  • Distributes quarterly statements and newsletters
  • Delivers notification of legislative issues and updates
  • Provides fiduciary, web and educational resources

Financial professional

  • Maintains client relationship
  • May help determine investment selection criteria1
  • Implements the employee education plan
  • Conducts annual plan reviews

Third-party administrator

  • Provides customized plan design
  • Provides local service and ongoing plan administration
  • Offers compliance services and files IRS documents
  • Administers loans and benefit payments

Related topics & resources

Retirement education presentations
Retirement planning videos
More retirement resources
Looking for individual retirement plans? Learn more about Nationwide retirement solutions or enroll in your employer's plan.

Ready to get started?

For sales:
Call 1-888-262-401K (Option 2)

Monday – Thursday
8:30 a.m. – 7 p.m. ET
Friday

8:30 a.m. – 6 p.m. ET

For service:
Call 1-888-867-5175

Monday – Thursday
8:30 a.m. – 6 p.m. ET
Friday
8:30 a.m. – 5 p.m. ET

Find a financial professional

[1] Offering may not be approved for use by all broker/dealers. Some financial professionals may not offer this service or act in a fiduciary capacity.

Investing involves market risk, including possible loss of principal and fluctuations in value.