Proven success with corporate and not-for-profit plans

Nationwide has provided retirement plans for nearly half a century. We serve 401(k) and 403(b) plans across all sizes, sectors and geographies. As a Fortune 100 firm1, we have the capital strength, expertise and relationships to manage today's complicated marketplace.

  • We serve plans across health care, manufacturing, construction, financial services, charitable, religious and education industries
  • We have an award-winning2, full-service experience that helps ease administrative work and helps you keep your clients happy
  • We offer a variety of solutions from open architecture investment options to innovative selections such as in-plan guarantees3
  • We address your clients' unique needs, including integration with any payroll provider and options to incorporate other benefits, such as health savings accounts

Products and solutions

Nationwide Account Pledge provides help when fraud happens.

Our innovative in-plan guarantees can help improve employee financial wellness by providing greater certainty.

Your dashboard brings meaningful data and actionable items together onto one screen.

 Why Nationwide?

 A dedicated relationship manager

Provides consistency of service across all interactions

 Efficient transition experience

Guided by a team of specialists experienced in converting plans from all major providers

 Highly accessible, personalized service

With 300+ region-based specialists for in-person support and 200 licensed reps available by phone

 1:1 comprehensive financial planning

With no added cost, sales commissions or account minimums

  Personalized financial wellness communications

Our Participant Engagement Program connects with employees through targeted communications, action-oriented education and interactive tools and resources. We deploy proactive and personalized campaigns using participant insights, behaviors and moments that matter by life stage. These campaigns are designed to deliver the right message at the right time to help participants optimize their financial wellness and retirement readiness.4

 51% more conversations held

27% more contribution increases

35% increase in roll-ins

$700 million in increased retirement savings over the past 3 years

Resources

Consultant Advantage

Sign up for our monthly e-newsletter to receive ideas, insights and information to help you grow your business.

Government Sector Academy

Interested in expanding to Government? As the leading provider in 457(b) plans, we have tools to help you.

Request a proposal

Fill out our online form to receive a customized retirement plan proposal.

Meet the team

John Chavez
Consultant Relations
Western Region & National Firm Liaison

Phone: 1-562-754-6622
Email

Sharon Kiker
Consultant Relations
Central and Southeast Region

Phone: 1-513-446-0559
Email

[1] Based on revenue, Fortune magazine (June 2, 2021).
[2] DALBAR Plan Participant Service Award, 2014-2021.
[3] In-plan guarantees may not be available in all states or for all plan types.
[4] Results on conversations held, contribution increases and roll-ins are from January 2021 through December 2021. Three-year data on increased retirement savings is from 2019-2021. Results include all 7,600+ plans in the program. Increases are generated by looking at treated vs. control groups.

Retirement Resource Group includes Retirement Specialists and Personal Retirement Counselors. Retirement Specialists are registered representatives of Nationwide Investment Services Corporation (NISC), member FINRA, Columbus, OH. The information they provide is for educational purposes only and is not legal, tax or investment advice. Personal Retirement Counselors are registered representatives of Nationwide Securities, LLC., member FINRA, SIPC. DBA Nationwide Advisory Services, LLC. in AR, CA, FL, NY, TX, and WY. Securities and Investment Advisory Services offered through Nationwide Securities, LLC, member FINRA, SIPC, and a Registered Investment Advisor. DBA Nationwide Advisory Services, LLC in AR, CA, FL, NY, TX and WY. Representative of Nationwide Life Insurance Company, affiliated companies and other companies.