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Guiding participants to financial wellness

Retirement readiness is just a start.

Participants need to achieve financial wellness: that state in which they not only can meet current and future financial obligations but also feel confident about their financial future.

Nationwide® not only provides retirement plans but also supports plan sponsors’ efforts to engage participants on personalized paths to financial wellness, now and for the future.

Our individually tailored approach to financial wellness is designed to deliver better participant experiences while you enjoy solutions from a partner that’s fully invested in your plan’s success.

We’ve created materials for you to use during April and beyond

Participant email

Launch the month with a motivational message that invites participants to visit a specially designed “Spring Forward” webpage.

Promotional flier

Post this flier where employees will see it so they get a regular reminder to dig in to Financial Literacy Month activities.

Digital displays

Put your office monitors or Teams background to work by showcasing these Financial Literacy Month digital displays.

Email signature

Add this graphic to your email signature to remind participants to cultivate their financial knowledge.

My Income & Retirement PlannerSM

A screenshot of the My Income & Retirement Planner tool

It’s as simple as 1-2-3 for participants:

  1. Log in
  2. Answer a few questions (and even link outside accounts)
  3. View a full picture of retirement readiness, including household assets, Social Security estimates and pensions, when applicable

My Income & Retirement Planner is a participant planning tool that is simple, holistic and actionable. It gives participants an immediate view of their retirement readiness and next steps to consider from their account landing page.

The detailed income view shows how all assets could be distributed over time and where shortfalls of surpluses might occur, enabling the participant to make more informed decisions.
To learn more about our full suite of tools and educational resources, contact us today.

This material is not a recommendation to buy or sell a financial product or to adopt an investment strategy. Investors should discuss their specific situation with their financial professional.

Nationwide Investment Advisors LLC (NIA) provides investment advice to plan participants enrolled in Nationwide ProAccount.

NIA is an SEC-registered investment adviser and a Nationwide affiliate.

NIA assesses participants an asset-based fee for the managed account services.

Nationwide representatives are Registered Representatives of Nationwide Investment Services Corporation, member FINRA, Columbus, Ohio. Nationwide and its representatives do not give legal or tax advice. An attorney or tax advisor should be consulted for answers to specific questions.

Participation in Collective Investment Trust Funds is limited primarily to qualified defined contribution plans and certain state or local government plans and is not available to IRAs, health and welfare plans, and certain Keogh plans. Collective Investment Trust Funds may be suitable investments for participants seeking to construct a well-diversified retirement savings program. Investors should consider the investment objectives, risks, charges and expenses of any pooled investment company carefully before investing. The Additional Fund Information and Principal Risk Definitions (PRD) contains this and other information about a Collective Investment Trust Fund and is available at www3.wilmingtontrust.com/ content/dam/wtb-web/wtb-migration/pdfs/Principal_Risk_Definitions.pdf or ask for a copy by contacting Wilmington Trust, N.A. at (866) 427-6885.

Guarantees are subject to the claims-paying ability of the issuing insurance companies.

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.

This investment option may not be available in some states.

Nationwide, the Nationwide N and Eagle, Nationwide ProAccount, My Investment Planner and Retirement Resource Group are service marks of Nationwide Mutual Insurance Company. My Income & Retirement Planner is a service mark of Nationwide Life Insurance Company. © 2024 Nationwide