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Need help? Call us.
For TPA plans: 1-800-548-6436
Bundled plans: 1-800-255-7566
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Why the move and what it means for you

Over the holiday weekend of January 13 - January 15, 2024, Nationwide® transitioned your retirement plan(s) to our new recordkeeping platform, powered by SS&C. The partnership is designed to pair their industry-leading recordkeeping technology with our award-winning service1. All so you and your participants can get enhanced technology and the same extraordinary care.

A few key benefits of the upgrade
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Electronic same-day processing for distributions received prior to 4 p.m. EST

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Easy access to the fields and values you need with standard, trust, and custom self-service reports

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402(g) and 415 monitoring when periodic census is provided

Experience videos and guides
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Explore demos and job aids to help you and your participants get familiar with the new experience

Learn more
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See previews and step-by-step guides on how to manage your plan

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Get up to speed on important reporting and transaction capabilities available on our new platform

Learn more
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Contact your Nationwide representative
Still have questions about the transition? If you use a TPA, call us at 1-800-548-6436. For a bundled plan, call 1-800-255-7566.

[1] DALBAR Plan Participant Service Award for the 9th consecutive year (2014 – 2022)