Helping enable smooth and productive plan operations across every interaction with you, your plan sponsors and participants
About Nationwide Retirement Institute Retirement savings & income
Health care costs & longevity
Legacy, estate & wealth transfer
Business growth, protection & transfer
Market & news
About Nationwide Retirement Institute
Proven success with corporate and not-for-profit plans
Nationwide has provided retirement plans for nearly half a century. We serve 401(k) and 403(b) plans across all sizes, sectors and geographies. As a Fortune 100 firm1, we have the capital strength, expertise and relationships to manage today's complicated marketplace.
- We serve plans across health care, manufacturing, construction, financial services, charitable, religious and education industries
- We have an award-winning2, full-service experience that helps ease administrative work and helps you keep your clients happy
- We offer a variety of solutions from open architecture investment options to innovative selections such as in-plan guarantees3
- We address your clients' unique needs, including integration with any payroll provider and options to incorporate other benefits, such as health savings accounts
Products and solutions
Nationwide Account Pledge provides help when fraud happens.
Our innovative in-plan guarantees can help improve employee financial wellness by providing greater certainty.
Your dashboard brings meaningful data and actionable items together onto one screen.
Why Nationwide?
A dedicated relationship manager
Provides consistency of service across all interactions
Efficient transition experience
Guided by a team of specialists experienced in converting plans from all major providers
Highly accessible, personalized service
With 300+ region-based specialists for in-person support and 200 licensed reps available by phone
Complimentary financial analysis
With no added cost, sales commissions or account minimums
Personalized financial wellness communications
Our Participant Engagement Program connects with employees through targeted communications, action-oriented education and interactive tools and resources. We deploy proactive and personalized campaigns using participant insights, behaviors and moments that matter by life stage. These campaigns are designed to deliver the right message at the right time to help participants optimize their financial wellness and retirement readiness4.
20% more conversations held
28% engagement with My Income & Retirement Planner®
15% rolled-in assets
$1.1 billion in incremental retirement plan assets
Fill out our online form to receive a customized retirement plan proposal.
Meet the team
If you are a plan participant and have inquiries regarding your retirement plan, please call 1-877-677-3678.
[1] Based on revenue, Fortune magazine (June 2, 2025).
[2] DALBAR Plan Participant Service Award, 2014-2025
[3] In-plan guarantees may not be available in all states or for all plan types. Guarantees are subject to the claims-paying ability of the issuing insurance company.
[4] Nationwide Results: 2025 year-end results across ~7100 plans, lift is based on comparison to control group.
Retirement Resource Group includes Retirement Specialists and Personal Retirement Counselors. Retirement Specialists and Personal Retirement Counselors are registered representatives of Nationwide Investment Services Corporation, member FINRA, Columbus, Ohio. The information they provide is for educational purposes only and is not legal, tax, financial planning or investment advice.