Nationwide adds pooled plan solution to its RetireAssist suite of offerings

Nationwide adds pooled plan solution to its RetireAssist suite of offerings

RetireAssist Connect provides group plan solution with increased flexibility, efficiency for advisors

COLUMBUS, Ohio - Nationwide Retirement Solutions has added an advisor-friendly, pooled plan solution to its RetireAssist suite. Nationwide RetireAssist Connect^℠ is an innovative group plan solution designed to help financial professionals and plan sponsors streamline retirement plan management while offering greater flexibility, fiduciary support, and cost-efficiency.

"We're introducing RetireAssist Connect to address the growing demand for scalable, efficient group retirement plan solutions that don't compromise on customization or fiduciary protection," said Rich Porter, senior vice president of Nationwide Retirement Solutions Distribution. "This solution offers advisors the simplicity of a pooled structure with the autonomy to tailor plan design, investment options, and pricing to meet the unique needs of employers and participants."

Key Benefits of RetireAssist Connect:

• Tailored Plan Design - Unlike traditional pooled plans with standardized structures, RetireAssist Connect allows for personalized plan features to better align with employer goals and participant needs.
• Expanded Investment Options - Participants gain access to a broader range of investment choices through Nationwide's Fund Window.
• Cost-Effective Pricing - Individualized pricing ensures employers only pay for the services they need.
• Comprehensive Fiduciary Support - Full 3(16) and 3(38) fiduciary services reduce administrative burden and liability for plan sponsors.
• Streamlined Operations - A single Form 5500, shared audit costs, and end-to-end support simplify day-to-day plan management.

Nationwide serves as the recordkeeper, custodian and corporate trustee for Nationwide RetireAssist Connect, and is joined by a strong team of service providers including Kovitz Investment Group Partners as the 3(38) investment fiduciary, Fiduciary Wise as the pooled plan provider for 402(a), and Strongpoint as the plan administrator.

More information about RetireAssist Connect, and other Nationwide RetireAssist solutions, can be found here.

Nationwide Retirement Solutions is a business within Nationwide, a Fortune 100 company based in Columbus, Ohio, that is one of the largest and strongest diversified financial services and insurance organizations in the United States. Nationwide Retirement Solutions administers nearly 32,000 retirement plans, helping protect nearly $200 billion in participant assets, and helping secure financial futures for over 2.7 million participants. Nationwide services the highest volume of Governmental 457 plans and demonstrated significant growth in corporate 401(k) and not-for-profit 403(b) markets.¹ Nationwide is committed to serving the retirement industry by doing the right thing at the right time through better participant experiences, administrative simplicity and values that translate to service.

Visit nrsforu.com for more information about the tools and services Nationwide provides to retirement plan participants.

¹ Plan Sponsor 2024 Recordkeeping Survey

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, Kovitz Investment Group Partners, Fiduciary Wise and Strongpoint are separate and nonaffiliated companies.

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, Columbus, Ohio. Trust programs and trust services are offered by Nationwide Trust Company, FSB. Nationwide Investment Services Corporation, member FINRA, Columbus, Ohio.

Nationwide, the Nationwide N and Eagle, Nationwide is on your side, Nationwide RetireAssist, Nationwide RetireAssist Connect and other marks displayed in this message are service marks of Nationwide Mutual Insurance Company and/or its affiliates, unless otherwise disclosed. Third-party marks that appear in this message are the property of their respective owners. © 2025 Nationwide

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