Amendments – Nationwide

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Amendments to Nationwide Retirement Plan Program Agreements

The upgrade to our new technology platform requires amendments to the Nationwide Retirement Program Agreement for plans using Nationwide's trust platform. Amendments are organized below by product. Please review the documents relevant to your plans and save a copy for your records.

Clear Advantage

Topic: Amendments to Program Agreement for Nationwide Clear Advantage product

Audience: Plans with Program Agreement using the Clear Advantage product

Date sent: TPAs — 11/7/2023, FPs — 11/13/2023, Plan Sponsors — 11/14/2023

Action/Awareness: Review and save a copy for your records

Flexible Advantage

Topic: Amendments to Program Agreement for Nationwide Flexible Advantage product

Audience: Plans on a Program Agreement using the Flexible Advantage product

Date sent: TPAs — 11/7/2023, FPs — 11/13/2023, Plan Sponsors — 11/14/2023

Action/Awareness: Review and save a copy for your records

Topic: Amendments to Program Agreement for Nationwide Innovator product

Audience: Plans on a Program Agreement using the Innovator product

Date sent: TPAs – 11/7/2023, FPs – 11/13/2023, Plan Sponsors – 11/14/2023

Action/Awareness: Review and save a copy for your records

Clear Advantage PSATS

Topic: Amendments to Program Agreement for Nationwide Clear Advantage PSATS product

Audience: Plans with Program Agreement using the Clear Advantage PSAT product

Date sent: TPAs – 11/7/2023, FPs – 11/13/2023, Plan Sponsors – 11/14/2023

Action/Awareness: Review and save a copy for your records

Innovator Advantage

Topic: Amendments to Program Agreement for Nationwide Innovator Advantage product

Audience: Plans on a Program Agreement using the Innovator Advantage product

Date sent: TPAs – 11/7/2023, FPs – 11/13/2023, Plan Sponsors – 11/14/2023

Action/Awareness: Review and save a copy for your records

Topic: Amendments to the Trust Agreement, Custody Agreement, or Program Agreement for Nationwide Resource product

Audience: Plans using the Resource product

Date sent: TPAs – 11/7/2023, FPs – 11/13/2023, Plan Sponsors – 11/14/2023

Action/Awareness: Review and save a copy for your records

Flexible Advantage CRD Plans

Topic: Amendments to Program Agreement for Nationwide Flexible Advantage CRD product

Audience: Plans on a Program Agreement using the Flexible Advantage CRD product

Date sent: TPAs – 11/7/2023, FPs – 11/13/2023, Plan Sponsors – 11/14/2023

Action/Awareness: Review and save a copy for your records

Contact our Financial Professional Service Team

Still have questions about the transition? Call us at 1-800-626-3112.