Better participant experiences
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Participant Engagement Program
Our Participant Engagement Program delivers results
Through personalized, proactive financial wellness and retirement readiness communications deliver directly to employees, we improve employee outcomes in meaningful ways. Some examples include:
- A 22% increase in participant-initiated conversations about their retirement
- A 27% increase in contributions to their plan
- A 43% increase in participants rolling assets into the plan from outside accounts
Nationwide Results: 2023 year-end results across approximately 7,200 plans; increases are based on comparison to a control group.
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Interactive tools
Our award-winning digital experience delivers the tools that employees need
Our capabilities and services offer participants personalized, straightforward solutions no matter where they are in their retirement and financial journey and how they prefer to receive guidance.
- My Income & Retirement PlannerSM
- Enhanced retirement planner to help participants build a strong foundation of knowledge, behaviors and planning. A comprehensive planner that adapts to the participants’ journey and preferences. It provides a guided experience and delivers a measurable and predictable outlook.
- My Retirement by NationwideSM app
- Give participants 24/7 access to their retirement accounts and helps them to stay on top of their retirement planning.
- My Investment PlannerSM
- Shares investment recommendations that are right for each participant based on their responses to a brief questionnaire
- Paycheck Impact Calculator
- Helps determine the true impact of take-home pay vs. pretax contributions
- GrowForthSM
- A financial wellness platform, and customizable tool to help your participants to develop good financial habits that lead to healthy routines. Allows participants to be in control of their financial goals and personalize simple and actionable plans.
We've ranked #1 in DALBAR's Customer Experience Excellence Award for 4 consecutive years - a holistic recognition of our high level of service at all key customer touchpoints.
[1] DALBAR Plan Participant Service Award for 10 consecutive years (2014-2023). - My Income & Retirement PlannerSM
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One-on-one guidance
We provide a full-service experience for your participants
We offer an online appointment scheduler, making it easy to meet with a specialist. Participants have access to our Retirement Resource Group® and Licensed Customer Service Representatives. Convenient meetings for:Local Retirement Specialists
- A friendly, trusted face for your employees
- With the ability to host enrollment meetings, educational workshops and one-on-one appointments
- Rotation schedules designed to meet your workplace needs
Solutions Center
- 200 licensed representatives
- 8 a.m. to 11 p.m. ET Monday through Friday
- Rotation schedules designed to meet your workplace needs
- 9 a.m. to 6 p.m. ET Saturday
- Award-winning experiences
- Winner of DALBAR Plan Participant Service Award (2014 – 2023)
Retirement Resource Group
- 40 Internal Retirement Specialists and Personal Retirement Counselors
- Personal guidance from Internal Retirement Specialists: enrollment, asset allocation, financial wellness and investment education
- Comprehensive financial planning from Personal Retirement Counselors: no additional cost and no account balance minimums
- Virtual meeting access for all
Nationwide Retirement Institute®
- Thought leaders who simplify complex topics such as Social Security, Medicare, tax-efficient retirement income, wealth transfer, aging in retirement and planning for future expenses such as health care and long-term care
- Spouses are welcome at seminars
- One-on-one follow-up with personalized action plans based on situational needs
The information presented by My Investment PlannerSM is available through a license agreement between Wilshire Associates and Nationwide. Its sole purpose is to assist you in determining your general attitudes towards investment risk. This questionnaire does not consider all factors necessary in making an investment decision (e.g. personal and financial information and investment objective). In no way should the questionnaire be viewed as investment advice or establishing any kind of advisory relationship with Wilshire Associates. Wilshire Associates does not endorse and/or recommend any specific financial product that may be used in conjunction with the asset allocation models that are presented. Please consult your financial professional and obtain the financial product's prospectus (or its equivalent) and read it carefully prior to investing.
My Income & Retirement Planner is a hypothetical compounding example and is not intended to predict or project investment results of any specific investment. Investment return is not guaranteed and will vary depending upon your investments and market experience. Assumptions do not include fees and expenses. If fees were reflected, the return would be less. My Income & Retirement Planner is a service mark of Nationwide Mutual Insurance Company. © 2025 Nationwide