New platform gives retirement plan advisors and plan sponsors more options, flexibility

New platform gives retirement plan advisors and plan sponsors more options, flexibility

Nationwide RetireAssist℠ addresses range of preferences

Columbus, OH - Nationwide Retirement Solutions has launched Nationwide RetireAssist℠, an advisor-friendly, multi-product solution designed to meet the unique retirement plan needs of generalist and specialist advisors, as well as their clients. The inaugural solutions under the RetireAssist umbrella are designed for advisor-sold 401(k) and 403(b) plans with less than $25 million in assets, addressing the differing priorities of each retirement planning advisor segment.

"Advisors know that employer-sponsored retirement plans aren't 'one size fits all.' That's why we created Nationwide RetireAssist℠ as a suite of solutions helping advisors recommend a plan that meets the varying needs of their clients and fits well within their own business strategies," said Rich Porter, senior vice president of Nationwide Retirement Solutions Distribution. "This suite helps position advisors for success with their retirement plans business, meets plan sponsor needs and includes high-touch service and support for participants."

Nationwide RetireAssist Core℠ , designed to appeal to advisors who value a turnkey plan for their clients, offers the following features:

• A competitive, single-priced solution with simplicity that still meets clients' needs
• Set of 300+ funds to streamline plan set-up and management
• Well suited for smaller plans with less than $10 million in assets

Nationwide RetireAssist Flex℠, designed to appeal to advisors who want options, offers:

• A customizable solution with à la carte options to provide flexibility in plan design and pricing
• An open architecture fund universe with more than 2,000 funds
• Well suited for larger plans between $10 million and $25 million in assets

Additional solutions will be added to the suite to keep pace with advisor and client needs with the next product focusing on group plans.

Both Nationwide RetireAssist Core℠, and Nationwide RetireAssist Flex℠ provide access to Nationwide's exceptional service¹ and extensive support team, including dedicated relationship managers, implementation managers and product specialists for advisors, plan sponsors and their TPAs, plus, a U.S. based solutions center with leading hours of availability and financial guidance at no added cost for participants.

More information about Nationwide RetireAssist℠ 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.² 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 2024 DALBAR Plan Participant Service Award
² 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.

Retirement Resource Group includes Retirement Specialists and Personal Retirement Counselors. Retirement Specialists are registered representatives of Nationwide Investment Services, 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, NY, TX and WY. Securities and Investment Advisory Services are offered through Nationwide Securities LLC, member FINRA, SIPC, and a Registered Investment Advisor DBA Nationwide Advisory Services LLC in AR, NY, TX and WY. Representative of Nationwide Life Insurance Company, affiliated companies and other 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 Core and Nationwide RetireAssist Flex are service marks of Nationwide Mutual Insurance Company © 2025 Nationwide

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