Working for You
At Nationwide®, we provide the strength, choice and experience to help you discover the right solution for your business.
Third-Party Administrator
- Customizes your plan design
- Creates plan documents
- Provides local service and ongoing plan administration
- Files IRS documents
- Fulfills compliance services
- Calculates participant’s benefit at retirement
- Maintains participant data
Investment Professional/Advisor/Broker
- Serves as your primary point of contact
- Helps determine investment selection criteria
- Conducts your annual plan reviews
- Communicates your investment performance
- Delivers periodic performance reporting
- Contributes to development of your Investment Policy Statement
Nationwide STAR Program
- Provides asset allocation and investment services
- Rebalances your portfolio to ensure compliance with Investment Policy Statement and asset allocation
- Provides annual portfolio reviews
- Makes benefit payments and issues 1099s to retirees
- Selects and oversees managers of separate accounts in conjunction with Wilshire
Wilshire/Investment Consultant
- Consults on separate account structure
- Develops objective investment recommendations
- Researches, evaluates and monitors investment managers
- Provides asset allocation tools and capital market assumptions
- Undertakes special research projects
- Maintains manager database
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. Nationwide Mutual Insurance Company and Affiliated Companies, Home Office: Columbus, OH 43215-2220.
Nationwide, Nationwide Financial, the Nationwide framemark, and On Your Side are federally registered service marks of Nationwide Mutual Insurance Company.
NFW-1559AO (04/08)
