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Third Party Administrator

Our upgraded technology is now live. Here you can access transition details and overviews of the new experience.

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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 plans 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, plan sponsors and participants can get enhanced technology and the same extraordinary care.
A few key benefits of the upgrade
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Option to view as participant

New functionality allows you to see the participant website, making it easier to address participant questions or walk them through a transaction

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Straight through distribution processing

Straight through participant initiated online distributions let you easily and efficiently review and approve distributions with the click of a button

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Access to self-service reporting

Plan sponsors and auditors can get their own reports rather than relying on you as the TPA, freeing up more time for you to focus on servicing plan needs

Quick links

Check back regularly for links to the latest training materials and transition updates.
Experience videos and guides for every audience
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High-level experience overviews for TPAs

Access demos and training materials to get you up to speed on your new experience

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Plan Sponsors, Participants and Financial Professionals

Explore demos and job aids to help your partners, clients and participants with the new experience

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Plan administration and transaction deep-dives

Check out quick demos and helpful training guides

Learn more
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Contact your Nationwide representative
Still have questions about the transition? Call us at 1-800-548-6436.

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