As your assets grow, so can the complexity of your financial picture. A managed retirement account is a personalized, professionally overseen investment plan designed to help you more easily achieve your financial goals. By entrusting your retirement savings to expert financial managers, you benefit from tailored investment strategies that align with your risk tolerance, time horizon and financial objectives.

Want to learn more? Speak to our Retirement Resource Group today at 1-888-540-2896, option 1.
Could a managed account be the right choice for you? There are multiple approaches to explore:

Do it myself

Select your asset mix and investment options on your own with the Custom Portfolio option.

Help me do it

With a Pre-built or a Model portfolio, you can simplify your investment decision by selecting one fund that invests in many different funds to spread market risk in line with your goals.

Do it for me

With a Professional Managed Account, feel confident knowing your investments are managed by a team of professionals.

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Take the guesswork out of retirement investing

Your plan may offer Nationwide ProAccount®, a managed account service designed to help you achieve your financial goals with ease.

Enroll today by logging into your account and selecting Manage Investment Portfolio then Change Investments.

Have questions? Contact us at 1-888-540-2896, option 1.

Enroll now

Resources

Find your investing style to choose a retirement savings strategy that fits.

Discover the 3 main types of investments and how they can help you reach your financial goals.

There is an annual fee for Nationwide ProAccount. The fee is listed in the Participant Agreement and is calculated daily, based on the market value of your assets, and deducted from your account at the end of each quarter. A 90-day trial period allows you to enroll in the service with no up front fee. Your account is charged only if you continue the service beyond the trial period.

Nationwide ProAccount neither guarantees a profit nor eliminates risk.

Nationwide Investment Advisors, LLC (NIA) provides investment advice to account holders enrolled in Nationwide ProAccount. NIA is an SEC-registered investment adviser and a Nationwide affiliate.

NIA has retained Wilshire® as an Independent Financial Expert for Nationwide ProAccount. Wilshire provides investment allocation portfolios based on participant ages and their personal tolerance for investment risk.

Retirement products are offered by Nationwide Trust Company, FSB or Nationwide Life Insurance Company.

Wilshire is a registered service mark of Wilshire Associates, which is not an affiliate of Nationwide or NIA.

Nationwide ProAccount is a service mark of Nationwide Mutual Insurance Company. © 2024 Nationwide.