Better participant experiences

Participant Engagement Program
Our Participant Engagement Program delivers results

Through personalized, proactive financial wellness and retirement readiness communications deliver directly to employees, we improve employee outcomes in meaningful ways. Some examples include:

A 22% increase in participant-initiated conversations about their retirement

A 27% increase in contributions to their plan

A 43% increase in participants rolling assets into the plan from outside accounts

Nationwide Results: 2023 year-end results across approximately 7,200 plans; increases are based on comparison to a control group.
Interactive tools
Our award-winning digital experience delivers the tools that employees need

Our capabilities and services offer participants personalized, straightforward solutions no matter where they are in their retirement and financial journey and how they prefer to receive guidance.

My Income & Retirement Planner^SM

Enhanced retirement planner to help participants build a strong foundation of knowledge, behaviors and planning. A comprehensive planner that adapts to the participants’ journey and preferences. It provides a guided experience and delivers a measurable and predictable outlook.

My Retirement by Nationwide^SM app

Give participants 24/7 access to their retirement accounts and helps them to stay on top of their retirement planning.

My Investment Planner^SM

Shares investment recommendations that are right for each participant based on their responses to a brief questionnaire

Paycheck Impact Calculator

Helps determine the true impact of take-home pay vs. pretax contributions

GrowForth^SM

A financial wellness platform, and customizable tool to help your participants to develop good financial habits that lead to healthy routines. Allows participants to be in control of their financial goals and personalize simple and actionable plans.

We’re proud to have earned your satisfaction in the J.D. Power 2024 U.S. Retirement Plan Digital Experience Study. Discover how we performed.

We've ranked #1 in DALBAR's Customer Experience Excellence Award for 4 consecutive years - a holistic recognition of our high level of service at all key customer touchpoints.

[1] DALBAR Plan Participant Service Award for 10 consecutive years (2014-2023).
One-on-one guidance
We provide a full-service experience for your participants

We offer an online appointment scheduler, making it easy to meet with a specialist. Participants have access to our Retirement Resource Group® and Licensed Customer Service Representatives. Convenient meetings for:

Local Retirement Specialists

A friendly, trusted face for your employees

With the ability to host enrollment meetings, educational workshops and one-on-one appointments

Rotation schedules designed to meet your workplace needs

Solutions Center

200 licensed representatives

8 a.m. to 11 p.m. ET Monday through Friday

Rotation schedules designed to meet your workplace needs

9 a.m. to 6 p.m. ET Saturday

Award-winning experiences

Winner of DALBAR Plan Participant Service Award (2014 – 2023)

Retirement Resource Group

40 Internal Retirement Specialists and Personal Retirement Counselors

Personal guidance from Internal Retirement Specialists: enrollment, asset allocation, financial wellness and investment education

Comprehensive financial planning from Personal Retirement Counselors: no additional cost and no account balance minimums

Virtual meeting access for all

Nationwide Retirement Institute^®

Thought leaders who simplify complex topics such as Social Security, Medicare, tax-efficient retirement income, wealth transfer, aging in retirement and planning for future expenses such as health care and long-term care

Spouses are welcome at seminars

One-on-one follow-up with personalized action plans based on situational needs

SOLUTIONS

SERVICES

EXPERIENCES

Better participant experiences