Retirement readiness is just a start.

Participants need to achieve financial wellness: that state in which they not only can meet current and future financial obligations but also feel confident about their financial future.

Nationwide® not only provides retirement plans but also supports plan sponsors’ efforts to engage participants on personalized paths to financial wellness, now and for the future.

Our individually tailored approach to financial wellness is designed to deliver better participant experiences while you enjoy solutions from a partner that’s fully invested in your plan’s success.

graduation cap iconEducation
  • Webinars
  • Videos
  • Workshops
  • Personalized communications
  • One-on-one meetings
chat bubbles iconAdvice
  • One-on-one financial needs assessment from our Retirement Resource Group®
  • Health care and Social Security analysis
  • Asset management help
  • Investment recommendations
  • Full financial plans
lightbulb iconSolutions
  • HSAs
  • Lifetime income solutions
  • Nationwide ProAccount®
  • Fixed account
  • Collective investment trusts
wrench and screwdriver iconTools
  • My Interactive Retirement PlannerSM
  • My Health Care Estimator®
  • Roth analyzer
  • Paycheck Impact Calculator
  • My Investment PlannerSM

My Interactive Retirement PlannerSM

my interactive retirement screenshots

It's as simple as 1-2-3 for participants:

  1. Log in
  2. Answer a few questions (and even link outside accounts)
  3. View a full picture of retirement readiness, including household assets, Social Security estimates and pensions, when applicable

My Interactive Retirement Planner is a participant planning tool that is simple, holistic and actionable. It gives participants an immediate view of their retirement readiness and next steps to consider from their account landing page.

The detailed income view shows how all assets could be distributed over time and where shortfalls of surpluses might occur, enabling the participant to make more informed decisions.

My Interactive Retirement Plan is so easy that 99% of all online account users engage with the tool.1

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To learn more about our full suite of tools and educational resources, contact us today.
[1] 2020 Nationwide participant online data.

This material is not a recommendation to buy or sell a financial product or to adopt an investment strategy. Investors should discuss their specific situation with their financial professional.
Nationwide Investment Advisors LLC (NIA) provides investment advice to plan participants enrolled in Nationwide ProAccount. NIA is an SEC-registered investment adviser and a Nationwide affiliate.
NIA assesses participants an asset-based fee for the managed account services.
Nationwide representatives are Registered Representatives of Nationwide Investment Services Corporation, member FINRA, Columbus, Ohio. Nationwide and its representatives do not give legal or tax advice. An attorney or tax advisor should be consulted for answers to specific questions.
The Income America Funds are Wilmington Trust, N.A. Collective Investment Funds (“WTNA Funds”), which are bank collective investment funds of the Wilmington Trust Collective Investment Trust; they are not mutual funds. Wilmington Trust, N.A. serves as the Trustee of the Wilmington Trust Collective Investment Trust and maintains ultimate fiduciary authority over the management of, and investments made in, the WTNA Funds. The WTNA Funds and units therein are exempt from registration under the Securities Act of 1933, as amended, and the Investment Company Act of 1940, as amended. Investments in the WTNA Funds are not deposits or obligations of or guaranteed by Wilmington Trust, and are not insured by the FDIC, the Federal Reserve, or any other governmental agency. The WTNA Funds are commingled investment vehicles, and as such, the values of the underlying investments will rise and fall according to market activity; it is possible to lose money by investing in the WTNA Funds. Participation in Collective Investment Trust Funds is limited primarily to qualified defined contribution plans and certain state or local government plans and is not available to IRAs, health and welfare plans, and certain Keogh plans. Collective Investment Trust Funds may be suitable investments for participants seeking to construct a well-diversified retirement savings program. Investors should consider the investment objectives, risks, charges and expenses of any pooled investment company carefully before investing. The Additional Fund Information and Principal Risk Definitions (PRD) contains this and other information about a Collective Investment Trust Fund and is available at content/dam/wtb-web/wtb-migration/pdfs/Principal_Risk_Definitions.pdf or ask for a copy by contacting Wilmington Trust, N.A. at (866) 427-6885.
The Income America 5ForLife target date portfolios include a group annuity contract, which provides a plan participant with guaranteed annual retirement income that is supported by a contract between the trustee and the issuing insurance companies. Guarantees are subject to the claims-paying ability of the issuing insurance companies.
Retirement Resource Group includes Retirement Specialists and Personal Retirement Counselors. Retirement Specialists are registered representatives of Nationwide Investment Services Corporation (NISC), member FINRA, Columbus, OH. The information they provide is for educational purposes only and is not legal, tax or investment advice. Personal Retirement Counselors are registered representatives of Nationwide Securities, LLC., member FINRA, SIPC. DBA Nationwide Advisory Services, LLC. in AR, CA, FL, NY, TX, and WY. Securities and Investment Advisory Services offered through Nationwide Securities, LLC, member FINRA, SIPC, and a Registered Investment Advisor. DBA Nationwide Advisory Services, LLC in AR, CA, FL, NY, TX and WY. Representative of Nationwide Life Insurance Company, affiliated companies and other companies.
This investment option may not be available in some states.
Income America is a trademark of Income America LLC.
Nationwide, the Nationwide N and Eagle, Nationwide ProAccount, My Health Care Estimator, My Investment Planner and Retirement Resource Group are service marks of Nationwide Mutual Insurance Company. My Interactive Retirement Planner is a service mark of Nationwide Life Insurance Company. © 2023 Nationwide