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Demos & training for Financial Professionals

Because everyone learns differently, we pulled together a variety of resources to help get you up to speed on our enhanced technology—including short videos, demos and job aids that you can explore at your own pace.

Financial Professional experience overviews

Take a moment to watch a video on the Financial Professional website, then explore demos of the experiences for plan sponsors and participants.

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Asset Allocation Models

Get an overview of Asset Allocation Models on our upgraded technology.

DST Vision Walk Through

Learn about the experience on DST vision, prior to entering the myPLANnetwork website.

How to complete the Inbound Rollover form

Get step-by-step-instructions

Plan Investments Plus

Learn how you can use Plan Investments Plus to analyze fund information for your book of business with Nationwide.

Financial Professional Registration

If you’re a financial professional without existing DST Vision login credentials, use this Job aid to pre-register for our new platform.

How to complete the Distribution Request form

Get step-by-step-instructions

Plan Sponsor and Participant experience

Get up to speed on the plan sponsor website, participant mobile app and other important experiences.

Plan Sponsor website

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Participant website

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Mobile App

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Participant Enrollment overview

Participant Statement overview

Download our Fund Window Brochure

The Nationwide® Fund Window can help you and your clients organize your fund options and personalize your retirement accounts.

Download our Statements Reference Guide

Learn what to expect regarding participant and plan statements and where to find them online.

Reporting, withdrawals and loans

Learn more about reporting capabilities and how loans and withdrawals work.

Website reporting overview

Download our Report Guide

More on standard and custom report terms and definitions.

Withdrawal tab

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Loans tab

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Withdrawals and loans overview

Download our Withdrawals and Loans Reference Guide: Job aid

How to calculate and request a loan or withdrawal.

Download our guide on Loans: Expected Payment Method

Learn about the Expected Payment calculation method and the impact on early and overdue payments.

Participant Withdrawal Guide

Learn how a participant can request an online withdrawal.

Contact our Financial Professional Service Team

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