Learn the TPA experience

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.

Third Party Administrator training materials

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

Administrator Partner Portal

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How to register

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Home page

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Training tab

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Payroll tab

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Participant Information tab

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Loans tab

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Withdrawal tab

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Fees tab

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Financials, Plan Info and Forms

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Reporting tab

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How to add user profiles

Learn how to create user profiles and plan groups within the Administrator Partner Portal.

How to complete the Inbound Rollover form

Get step-by-step instructions.

Requesting a loan on the App

Learn how to request a new loan for a participant on the Administrator Partner Portal.

Enrollment Kit Plan Highlights

Learn how to edit plan highlights and publish to the online enrollment kit from the Administrator Partner Portal.

How to complete the Distribution Request form

Get step-by-step instructions.

Contact your Nationwide representative

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

Training categories

Learn the TPA experience

Third Party Administrator training materials