Two people engaged in a conversation at a desk in an office setting

As a plan sponsor, you’re a trusted resource for your employees — especially during benefits open enrollment. To help you support your team with confidence, we’ve curated a toolkit full of resources that address common retirement plan questions and empower participants to take meaningful steps toward their financial future.

Whether you’re guiding someone through their first enrollment or helping a long-time participant fine-tune their strategy, these tools are here to help during open enrollment and year-round.
Enrollment

Increasing contributions and rollovers

Encourage employees to boost their savings and take steps to meet their retirement goals.

Increasing contributions flier for all participants
Encourage participants to increase contributions and take advantage of the power of compounding.

Increasing contributions 1-pager for ages 50+

Inform participants ages 50+ of additional options available to help them reach their retirement goals. The 1-pager also includes information on age 60-63 catch-up opportunities related to a SECURE 2.0 mandate that became effective in 2025.

Rollover benefits flier

Help participants streamline their investments and understand their overall retirement outlook more easily.

Auto increase flier

For plans that offer the auto increase feature, inform participants of the feature, including steps they can take to set up auto increase.

Updating or reviewing beneficiaries

Ensure that participants keep their beneficiary information current to protect their loved ones.

Beneficiaries article

Inform participants on the importance of designating and maintaining beneficiaries after key life events.

Financial education

Support participants’ informed decision-making with accessible, engaging resources and tools.

My Income & Retirement Planner flier

Increase participants’ awareness of My Income & Retirement Planner, a tool designed to help them clearly understand their savings and how it could translate into retirement income.

Virtual and on-demand webinars

Provide participants with access to virtual and on-demand webinar content to help them build their financial know-how at their own pace.

Professional guidance

Connect employees with expert support when they need it most.

Financial planning with Nationwide’s Retirement Resource Group

Help participants better understand the resources available to them through their plan.