Plan Features

A retirement plan should offer features that work for you and your employees.

At Nationwide, we make it easier for you with our:
    • Retail mutual fund choices
    • Options for nearly every investment style
    • Solid legal protection
    • Straightforward fees and pricing

Retail mutual fund choices
We offer a wide variety of funds for most every type of investor. They’re familiar names that many participants know - and have confidence in.

Options for nearly every investment style
Your employees may have different degrees of knowledge and interest in investment management – and therefore, different investment styles.

Your plan can offer what feels right to everyone, including:

• Professionally managed accounts.* You pick a registered representative to make investment decisions for your employees.
• Lifestyle/target maturity funds. ** Employees select an asset mix according to the level of risk and return appropriate for their current life situation.
• Designated funds. Participants work with an investment professional to pick funds from a variety of asset classes and fund menus.
• Nationwide Financial® Fund Window. *** Employees choose their own funds.
• Self-directed brokerage account. Participants may invest in practically any publicly traded mutual fund or stock.
• Solid Legal Protection.  

As a plan sponsor, you have legal obligations. So, we offer a comprehensive fiduciary program to help you understand how to protect yourself and your business.

Straightforward fees and pricing
We focus on competitive fees that are fairly disclosed. Our simple formula helps balance fees with investment performance.  

Take the next step
Find out more about the features available in Nationwide retirement plans.

Just complete the online information request form and we’ll get back to you.
Or give us a call at 1-888-262-401k.

For more information about the funds available including all charges and expenses, please consult a prospectus. Fund prospectuses and additional information relating to your retirement plan can be obtained by contacting your pension representative. Before investing, carefully consider the fund's investment objectives, risks, charges and expenses. The fund prospectus contains this and other important information. Read the prospectus carefully before investing.

*Not every plan may offer this feature. The plan sponsor, and not Nationwide, selects the registered investment advisor used in conjunction with managed accounts. The plan sponsor must determine whether this service is appropriate for participants. Additional fees apply for this service.

Not a deposit • Not FDIC or NCUSIF insured • Not guaranteed by the institution • Not insured by any federal government agency • May lose value

**Target Maturity Funds are designed to provide diversification and asset allocation across several types of investments and asset classes, primarily by investing in underlying funds. Therefore, in addition to the expenses of the Target Maturity Funds, an investor is indirectly paying a proportionate share of the applicable fees and expenses of the underlying funds.

***These investment options may require investment expertise and/or professional management advice to prudently manage. In addition, some of these investment options may have higher Nationwide asset fees than the designated investment options. Nationwide does not make recommendations or give investment advice.
Self-directed brokerage services are available through TD Ameritrade Corporate Services, Division of Ameritrade, Inc., a registered broker-dealer not affiliated with Nationwide.
The Nationwide® Group Retirement Series includes unregistered group fixed and variable annuities and trust programs. The unregistered group fixed and variable annuities are issued by Nationwide Life Insurance Company. Trust programs and trust services are offered by Nationwide Trust Company, FSB, a division of Nationwide Bank®. Nationwide Investment Services Corporation, member FINRA. In MI only: Nationwide Investment Svcs. Corporation.