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Actions & communications for Financial Professionals

We want to make the transition as simple as possible for everyone—including you and your clients. That means you need to be "in the know." Check out our communications archive below.
Top actions Financial Professionals can take to help reduce friction on the new platform
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Watch your email

Be on the lookout for important communications regarding the transition

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Start your training

Access and review the online learning videos to get familiar with the new experience

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Ask questions

Engage your Nationwide Representative for any questions you or your clients might have

Communications and related documents

The transition affects everyone differently, so we've put all the information we're sharing in one spot for you to see. Get access to past updates and helpful communications for Financial Professionals like you, TPAs, Plan Sponsors and Participants.

Important Resources

New Fax, Email & Mail Information for Jan. 2024
Topic: How to reach us for Capture Services post-transition
Audience: TPAs, Financial Professionals, Plan Sponsors
Action/Awareness: Use this information starting 1/16/24

State Street Bank Account Information
Topic: New bank account information
Audience: TPAs, Financial Professionals, Plan Sponsors
Date sent: November 2023
Action/Awareness: ACH users share new origin IDs with your bank now; start using new account information on January 16, 2024

Webinars
Topic: Access past webinar recordings
Action/Awareness: Learn about key topics from our experience experts

Nationwide Program Agreement Amendments
Topic: Amendments organized by product
Audience: Plans on a Trust agreement
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

Plan Sponsor Transition Website
Topic: Website for Plan Sponsors with details on the technology upgrade
Audience: Plan Sponsors
Date sent: 10/17/23
Action/Awareness: Learn about the Plan Sponsor transition experience

Participant Transition Website
Topic: Website for Plan Participants with details on the technology upgrade
Audience: Participants
Date: 12/04/2023
Action/Awareness: Learn about the Plan Participant transition experience

Financial Professional Monthly Newsletters

January 2024 - Financial Professional Week 1 Email
Topic: It’s week #1! You ready?
Audience: Financial Professionals
Date: 01/16/2024
Action/Awareness: Details on access, training, and other week 1 reminders.

January 2024 - Financial Professional Final Reminders Email
Topic: Don't miss these final reminders!
Audience: Financial Professionals
Date: 01/05/2024
Action/Awareness: Final reminders of actions you can take to get ready for the transition.

December 2023 - Financial Professional Technology Upgrade News
Topic: Enrollment changes & other news! (December)
Audience: Financial Professionals
Date: 12/07/2023
Action/Awareness: Personalized actions and awareness to get ready for the transition. This sample includes all possible Financial Professional communications for December 2023. Financial Professionals only receive the topics most relevant to their book of business

November 2023 - Financial Professional Technology Upgrade News
Topic: 11/2023 transition change alerts (November)
Audience: Financial Professionals
Date sent: 11/09/23
Action/Awareness: Personalized actions and awareness to get ready for the transition. This sample includes all possible Financial Professional communications for November 2023. Financial Professionals only receive the topics most relevant to their book of business

October 2023 – Financial Professional Technology Upgrade News
Topic: Get the latest on our technology upgrade! (October)
Audience: Financial Professionals
Date sent: 10/9/2023
Action/Awareness: Personalized actions and awareness to get ready for the transition. This sample includes all possible Financial Professional communications for October 2023. Financial Professionals only receive the topics most relevant to them.

Financial Professional Technology Upgrade Announcement
Topic: Email announcing the transition date
Audience: Financial Professionals
Date sent: 9/29/23
Action/Awareness: Learn more at Nationwide.com/FPtransition

Plan Sponsor Monthly Newsletters

January 2024 - Plan Sponsor Week 1 Email
Topic: It’s week #1! You ready?
Audience: Plan Sponsors
Date: 01/16/2024
Action/Awareness: Details on access, training, and other week 1 reminders.

January 2024 - Plan Sponsor Final Reminders Email
Topic: Don't miss these final reminders!
Audience: Plan Sponsors
Date: 01/05/2024
Action/Awareness: Final reminders of actions you can take to get ready for the transition.

December 2023 - Plan Sponsor Technology Upgrade News
Topic: Plan actions & changes needed! (December)
Audience: Plan Sponsors
Date: 12/12/2023
Action/Awareness: Personalized actions and awareness to get ready for the transition. This sample includes all possible Plan Sponsor communications for December 2023. Plan Sponsors only receive the topics most relevant to their plan.

November 2023 - Plan Sponsor Technology Upgrade News
Topic: 11/2023 transition change alerts (November)
Audience: Plan Sponsors
Date sent: 11/14/23
Action/Awareness: Personalized actions and awareness to get ready for the transition. This sample includes all possible Plan Sponsor communications for November 2023. Plan Sponsors only receive the topics most relevant to their plan

October 2023 — Plan Sponsor Technology Upgrade News
Topic: Get the latest on our technology upgrade! (October)
Audience: Plan Sponsors
Date sent: 10/23/2023
Action/Awareness: Personalized actions and awareness to get ready for the transition. This sample includes all possible Plan Sponsor communications for October 2023. Plan Sponsors only receive the topics most relevant to them

Plan Sponsor Technology Upgrade Announcement
Topic: Email announcing the transition date
Audience: Plan Sponsors
Date sent: 10/17/2023
Action/Awareness: Learn more at Nationwide.com/PStransition

Participant Monthly Newsletters

January 2024 - Participant Week 1 Email
Topic: Your new website & app are live!
Audience: Plan Participants
Date: 1/16/2024
Action/Awareness: Details on your new website, app and registering for Show & Tell sessions.

January 2024 - Participant Final Reminders Email
Topic: New website & app next week!
Audience: Plan Participants
Date: 01/10/2024
Action/Awareness: Final reminders of actions you can take to get ready for the transition.

Participant Technology Upgrade Announcement
Topic: Email announcing the transition date
Audience: Plan Participants
Date sent: 12/4/2023
Action/Awareness: Learn more at Nationwide.com/PlanTransition

Other Communications

Plan Sponsor email about Online Enrollment
Topic: Enrollment changes
Audience: Plan Sponsors
Date sent: 12/06/2023
Action/Awareness: All plans will need to begin using online enrollment. Register for our webinar to learn more.

Plan Participant information request - First notice
Topic: Notice of a secured email coming soon requesting participant information
Audience: TPAs and Plan Sponsors
Date sent: 6/19/23, 7/26/23, 8/28/23
Action/Awareness: Update participant information

Plan Participant information request - File provided
Topic: Secured email requesting updated participant information
Audience: TPAs and Plan Sponsors
Date sent: 6/21/23, 7/28/23, 8/31/23
Action/Awareness: Update & upload the attached file

Changes to Managed Account Services - Outside Money Manager Samples
Topic: Sample communications for Outside Money Managers (OMM)
Audience: Impacted Plan Sponsors and Participants
Date sent: Beginning 11/2023 (OMMs to draft and send their own communications)
Action/Awareness: Plans - review changes to portfolio management; Participants - review changes to portfolio management, choose to have OMM manage your entire account balance or terminate the OMM service

ProAccount Changes - Letter 1
Topic: Changes to ProAccount® Managed Account Services - First Notice
Audience: Participants using ProAccount® Managed Account Services
Date sent: 11/16/23
Action/Awareness: Choose to have ProAccount® professionals manage your entire account balance or terminate the ProAccount® service

ProAccount Changes - Letter 2
Topic: Changes to ProAccount® Managed Account Services - Final Notice
Audience: Participants using ProAccount® Managed Account Services
Date sent: 11/16/23
Action/Awareness: Choose to have ProAccount® professionals manage your entire account balance or terminate the ProAccount® service
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Contact our Financial Professional Service Team
Still have questions about the transition? Call us at 1-800-626-3112.