Two people engaged in a conversation at a desk in an office setting

As a plan sponsor, you’re a trusted resource for your employees. To help you support your participants with confidence, we’ve curated a toolkit of resources focused on common retirement planning actions designed to help participants take meaningful steps toward their financial future.

Whether you’re guiding someone through their first enrollment or helping a long-time participant fine-tune their strategy, these resources are here to help during open enrollment and year-round.
Enrollment

Increasing contributions and rollovers

Encourage employees to boost their savings and take steps to meet their retirement goals.

Increasing contributions 1-pager for ages 50+

Inform participants ages 50+ of additional options available to help them reach their retirement goals. The 1-pager also includes information on age 60-63 catch-up opportunities related to a SECURE 2.0 mandate that became effective in 2025.

Rollover benefits flier

Help participants streamline their investments and understand their overall retirement outlook more easily

Updating or reviewing beneficiaries

Ensure that participants keep their beneficiary information current to protect their loved ones.

Beneficiaries flier
Inform participants on the importance of designating and maintaining beneficiaries after key life events.

Financial education

Support participants’ informed decision-making with accessible, engaging resources and tools.

Financial Wellness Center flier
Increase participants’ awareness of the Financial Wellness Center, a complimentary resource designed to help participants improve their financial literacy and confidence through personalized content, interactive quizzes, and educational tools.

Professional guidance

Connect employees with specialized support when they need it most.

Financial planning with Nationwide’s Retirement Resource Group
Help participants better understand the resources available to them through their plan.