Reporting, payroll processing and withdrawals & loans

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.

Reporting

Learn more about the enhanced reporting capabilities on the new experience, starting with a brief overview.

Website reporting overview

Plan Sponsor Quick Start Guide to Web Reporting

Learn what reports are available, where to find them, when they are generated, and how long they are available.

Download our Report Guide

More on standard and custom report terms and definitions

Plan Health Review example

See what's in a Plan Health Review

Payroll processing

Explore some of the new payroll processing capabilities, including how to upload, edit and manage payroll data.

Submitting payroll and census data overview

Download our Payroll Reference Guide

How to upload, edit and manage payroll data

Download our Payroll Reference Guide for Plans with Third Party Payroll Providers

Payroll and Census for Plans with Third Party Payroll Providers

Withdrawals and loans

Learn more about the new platform's withdrawals and loans functionality, including how to calculate and request a loan or withdrawal.

Withdrawals & loans preview

Download our Withdrawals & Loans Reference Guide: Job aid

Get a step-by-step guide to calculating, requesting, and finding withdrawals and loans

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 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.

Training categories

Reporting, payroll processing and withdrawals & loans

Reporting

Payroll processing

Withdrawals and loans