Plan administration features

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 administration and transactional details

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

Participant enrollment walkthrough

Automatic enrollment
overview

Census data submission overview

Eligibility Tracking Services overview

Vesting overview

Download our Census Data Reference Guide: Job aid

How to submit census data and add/edit participants

Download our Self-Service Vesting Reference Guide: Job aid

Vesting overview, data upload process and data requirements

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: Job aid

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: Job aid

How to manage alerts and notifications on myPLANsponsor

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? Call us at 1-800-548-6436.

Training categories

Plan administration features

Plan administration and transactional details