Helping your participants prepare for retirement is one of the most important roles you play as a plan sponsor. Whether they’re a few years away from retirement or planning to retire within the next year, each group has unique needs — and you can make a big impact by providing the right resources at the right time.

This toolkit is designed to make that easier. Inside, you’ll find practical tools, guides and communication materials you can share with your participants:

Encourage participants to review their payout options and key milestones.
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Inform participants of potential opportunities that can help them save more than the normal contribution limits as they approach retirement.

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.

Share an additional resource available for financial planning available to participants through their plan.
Nationwide, the Nationwide N and Eagle and Retirement Resource Group are service marks of Nationwide Mutual Insurance Company.