Understanding Your Needs Inside and Out, From Transition Through Implementation
On day one with Nationwide, we make things as simple as possible by giving you a single point of contact.
Your Nationwide partner will help you throughout the transition and planning cycle as we combine the workplace expertise you bring to the table and the retirement plan experience we bring to the table.
From there, we’ll tackle your concerns, from ever-changing legislative regulations to a challenging economy, and design a comprehensive retirement plan to help meet your needs.
We have a proven history of transition and implementation success, which shows in our consistently high ratings on our conversion evaluations from clients who have transitioned to Nationwide® Retirement Solutions.
We offer a team of transition specialists for every plan and work behind the scenes to minimize blackout and maximize your satisfaction with the process. Our process also boasts no impact to distributions because we coordinate accelerated payouts during the blackout period and no financial impact to current participants. You can be assured that their ending balances with your current provider are the opening balances with Nationwide.
We’ll gain a deep understanding of how you define success, including your specific needs, goals, issues and opportunities. We will also help you define possible priorities that will lead your plan on a better path.
- We’ll get to know you like a partner should.
- Our team will develop and execute strategies to achieve your objectives.
- Outcomes are studied through a review of the plan data, demographics and activity.
We provide valuable updates including a peer and demographic report, in addition to legislative and industry updates. These details are used to support strategic decisions and annual planning.