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 help lower the barriers to increasing participation and deferral rates.

Participant education materials

Our suite of educational presentations and corresponding handouts can help your employees become smarter savers and investors.

In addition, the Nationwide Retirement Institute® offers resources that enable plan sponsors to:

  • Supplement participant education initiatives
  • Simplify complex financial topics for participants
  • Address the stressors that participants often face
  • Encourage participants to make informed financial decisions as they approach retirement

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.

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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

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Financial professional

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

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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
What's your retirement date?
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

[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.