Review plan administration features

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.

Plan management and transactional details

Explore some of the new plan administration features and enhancements, including participant enrollment, census submission, eligibility tracking services and vesting.

Participant enrollment overview

Automatic enrollment overview

Census data submission overview

Eligibility tracking services
overview

Vesting overview

Download our Census Data Reference Guide

How to upload, edit and manage payroll data

Download our Self-Service Vesting Reference Guide

Get an overview of vesting, preview the data upload process and learn about required data

Download our Census Information Template

Learn all about required census data

How to complete the Inbound Rollover form

Get step-by-step-instructions

Download our TPA/Plan Sponsor Enrollment Guide

Get all the details you need on the participant enrollment process

Download our Expense Holding Account Reference Guide

Get your questions answered on Expense Holding Accounts, including how to find your plan’s account, how to use it, and how to find transaction history

Download our Alerts and Notifications Reference Guide

How to manage alerts and notifications on myPLANsponsor

How to complete the Distribution Request form

Get step-by-step-instructions

Plan Sponsor User Maintenance Reference Guide

Learn how to add and edit users on the myPLANsponsor website.

Download our Employee Notice Delivery Election Form

Opt in your eligible employees to receive required notices.

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.