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Nationwide RetireAssist ConnectSM is a group plan solution that makes it easier for employers to offer a strong employee benefits package while reducing the work and risk that comes with running a plan on their own. It brings simplicity to 
group plan solutions with the flexibility and support you need to serve a wide range of clients, while also helping deepen 
client relationships and uncover growth opportunities through access to more participants and broader wealth 
management conversations.

RetireAssist Connect helps you to reduce complexity, adapt to client needs and keep moving forward with confidence.

Advisor value and business growth

When you support a company’s retirement plan with RetireAssist Connect, you become a central part of the client’s financial ecosystem, which creates opportunities to deepen relationships, grow your business efficiently, and help clients delegate more and worry less.

Plan support that reduces your responsibilities

With a single coordinated provider team handling day-to-day administration, your clients can spend more time focusing on their business and employees.

Responsibilities for your client on their own
ERISA 402(a) ERISA 3(16)
  • ERISA 404(c) checklist
  • Working with IRS, DOL and participant grievances
  • Working with IRS, DOL and participant grievances
  • Managing procedural prudence
  • Holding plan administrative committee meetings
  • Monitoring service providers
  • Monitoring core investments
  • Adhering to changing ERISA regulations
  • ERISA 408(b)(2) requirements
  • Approving proper education for and communication to plan participants
  • Reviewing plan design
  • Interpreting plan documentation
  • Reviewing, signing and submitting Form 5500 and all associated forms
  • Approving loans
  • Approving hardships
  • Approving other distributions
  • Approving QDROs
  • Approving vesting issues
  • Doing compliance testing
  • Providing audit assistance
  • Providing lost earnings calculations
  • Reviewing and approving the following required or optional notices: ERISA 404(a)(5), ERISA 404(c), blackout notice, SPD, SAR and spousal consent, as needed
  • Handling employee questions, claims and appeals
Your client’s responsibilities with RetireAssist Connect
  • Monitoring Fiduciary Wise, the pooled plan provider
  • Providing plan information
  • Making contribution deposits in a timely manner
  • Participating in plan administrative committee meetings, as requested
  • ERISA bond

Why it matters

The unique structure of RetireAssist Connect allows you to offer your clients a group plan solution that provides autonomy, support and simplicity, all while reducing risk and providing simplified management and full-service support.

Ready to get started?
Talk with a Nationwide® representative to learn how RetireAssist Connect can support you.
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