Retirement plan participants may turn to their employer or sponsor for help preparing for and transitioning into retirement. Access resources to help participants plan ahead or smoothly transition with confidence.

Helping your participants prepare for retirement is one of the most important roles you play as a plan sponsor. Whether they’re a few years away from retirement or planning to retire within the next year, each group has unique needs — and you can make a big impact by providing the right resources at the right time.

This toolkit is designed to make that easier. Inside, you’ll find practical tools, guides and communication materials you can share with your participants.
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Encourage participants to review their payout options and key milestones.

Inform participants of potential opportunities that can help them save more than the normal contribution limits as they approach retirement.

Educate participants on ways they can use the My Income & Retirement Planner tool to plan their retirement income as they approach retirement.

Connect participants with a Personal Retirement Consultant (PRC) who can help them navigate multiple financial planning areas.

If your plan includes a lifetime income solution, offer resources that help participants assess whether it could help with their future retirement income needs.

Nationwide, the Nationwide N and Eagle and My Income & Retirement Planner are service marks of Nationwide Mutual Insurance Company.