An advisor and a plan sponsor sit at a conference table looking at a laptop screen.

Right time, right partner

We are so much more than a typical recordkeeper. We are an advisor-friendly partner. We provide 401 plans such as 401(k), including single employer and group plans, profit-sharing and money purchase; ERISA 403(b) plans; 457(b) plans for 501(c)(3) organizations; and 457(f) plans.

50 years

We’ve been in the retirement plans business for 50 years.2

30,000 plans

We now have nearly 30,000 public, private and not-for-profit plans.2

3.1 million participants

We care for more than 3.1 million participants.2

$208 billion in assets

We hold more than $208 billion in retirement assets.2

Nationwide RetireAssistSM

Get so much more from your retirement plan offerings. Our multi-option suite gives you the ability to design a retirement plan and choose funds that are just right for your small-market clients.

Nationwide RetireAssist CoreSM
A turnkey solution that helps make your job easier and your clients happy.
Nationwide RetireAssist FlexSM
A customizable solution you can optimize for each client to demonstrate the value of your service.

Better participant experiences

When it comes to participant outcomes, we’re obsessed. Participants get more than point-in-time suggestions from financial wellness and retirement readiness tools. They also get an award-winning digital experience3 coupled with award-winning service over the phone1 and a trusted partner that offers enduring one-to-one guidance to drive measurable results over time.

View our educational videos, webinars and other resources.

Learn more about plan options for both “hands off” and “hands on” investors.

Nationwide Account Pledge is our commitment to protect participants if fraud happens.

Plan participants have access to our Retirement Resource Group® to support them with education, enrollment and other services.

Administrative simplicity

You and your plan sponsors don’t need to worry about the weight of plan administration. We give you intuitive, personalized and integrated tools that help provide participant support.
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Plan administration you can trust

Our long history of serving retirement plans helps us understand how to ease the administrative load you carry.

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Easy plan engagement

Our tools make it easy for plan sponsors to access their account and manage their plan.

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Plan security and protection

Our professionals are committed to helping keep plan and participant data safe and secure.

Our service model is built around helping your clients and you

Because we do this every day, we know how to provide streamlined support to advisors, plan sponsors and their staffs. We attract, hire and maintain experienced, knowledgeable associates to serve them best. Nationwide plans include:

  • A dedicated point of contact
  • Certified support by the individuals who service the plan
  • Plan design features that make management easier
  • Modern digital features to help manage plans on the go

Investment options

When selecting the investment menu for your client's retirement plan, a diversified lineup is of critical importance. Whether you plan to build the menu yourself or seek assistance, we have the tools and services to help.

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Option 1

Build your own investment lineup

Get the brand names, asset classes and fund types you want. Choose from many options, including a variety of 4- and 5- star Morningstar rated funds, highly competitive fixed products, and passive and actively managed target date funds.

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Option 2

Use a fiduciary service

Two levels of service are offered through IRON Fiduciary, LeafHouse Financial or Wilshire Associates:
  • 3(38) fiduciary service
  • 3(21) fiduciary service
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Add-on Option

Nationwide ProAccount®

A solution offering personalized portfolios tailored to individual participants' needs and goals with ongoing monitoring and management, all provided by an experienced institutional investment firm.

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Add-on Option

Guaranteed lifetime income investment option

Participants can opt to convert some or all of their savings into a lifetime income stream, similar to how pension payments work.

Wholesaler support

Our wholesalers are here to support you by:

  • Assisting with closing business
  • Offering prospect plan analysis
  • Helping to prospect ideas and events
  • Providing updates on industry and regulatory trends
  • Providing industry reports
  • Connecting you to TPAs, DCIO partners and other COIs

Explore your options

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Request a demonstration

See what better experiences and administrative simplicity look like.

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Request a proposal

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

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Contact your dedicated wholesaler
To find your wholesaling team and get in touch, search your ZIP code in the wholesaler look-up tool.

[1] DALBAR Plan Participant Service Award, 2014-2024.
[2] Nationwide Financial (December 31, 2024).
[3] J.D. Power 2024 U.S. Retirement Plan Digital Experience Study’s Customer Satisfaction Ranking.

Target Date Funds are designed for people who plan to begin withdrawing money during or near a specific target date like at retirement. These funds are designed to provide diversification and asset allocation across several types of investments and asset classes, primarily by investing in underlying funds. The Funds offer continuous rebalancing over time to become more conservative as investors approach their planned retirement date. In addition to the expenses of the Target Date Funds, an investor is indirectly paying a proportionate share of the applicable fees and expenses of the underlying funds. The principal value of the fund is not guaranteed at any time, including the target date.

Morningstar Ratings metrics: Morningstar Ratings are based solely on a proprietary mathematical formula based on measures of risk and performance that it recalculates each month. The ratings formula measures the amount of variation in a fund's or ETF’s monthly performance (excluding the effects of sales charges and loads) emphasizing downward variations and rewarding consistency. Ratings are subject to change every month. The top 10% of funds and ETFs in the category receive 5 stars; the next 22.5%, 4 stars; the next 35%, 3 stars; the next 22.5%, 2 stars; and the bottom 10%, 1 star.

© 2025 Morningstar. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.

Retirement Resource Group includes Retirement Specialists and Personal Retirement Counselors. Retirement Specialists are registered representatives of Nationwide Investment Services, 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, NY, TX and WY. Securities and Investment Advisory Services are offered through Nationwide Securities LLC, member FINRA, SIPC, and a Registered Investment Advisor DBA Nationwide Advisory Services LLC in AR, NY, TX and WY. Representative of Nationwide Life Insurance Company, affiliated companies and other companies.

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