Explore the experience for your clients & partners

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

Plan Sponsors, Participants and Financial Professionals experience overview

Take a moment to watch the overview videos, then explore the rest of the short demos, walk-throughs and how-to videos below.

Plan Sponsor website overview

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Participant website overview

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Participant Enrollment overview

Participant Statement overview

Mobile app overview

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Financial Professional overview

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Download our Statements Reference Guide

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

Plan Sponsor User Maintenance Reference Guide

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

Plan Company Record for IO Accounts guide

Learn how plan sponsors can view Investment Only plans, set up future allocations, and submit contributions.

Contact your Nationwide representative

Still have questions about the transition? Call us at 1-800-548-6436.

Training categories

Explore the experience for your clients & partners

Plan Sponsors, Participants and Financial Professionals experience overview