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 51% increase in participant-initiated conversations about their retirement
A 27% increase in contributions to their plan
A 35% increase in participants rolling assets into the plan from outside accounts
Our award-winning digital experience delivers the tools that employees need
We offer more than engaging webinars, educational resources and easy navigation:
A fully transactional mobile app
My Interactive Retirement PlannerSM, which helps employees engage with a complete picture of their household retirement readiness, highlighting any gaps compared with their goals and recommended next steps
My Investment PlannerSM, which shares investment recommendations that are right for each participant based on their answers to a few questions
The Paycheck Impact Calculator, which helps determine the true impact of take-home pay vs. pretax contributions
We've ranked #1 in DALBAR's Customer Experience Excellence Award for three consecutive years - a holistic recognition of our high level of service at all key customer touchpoints.
We deliver a full-service experience that is effortless, personal and reassuring
We offer an online appointment scheduler, makin 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 – 2021)
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: Medicare, Social Security, tax-efficient retirement income
Spouses welcome at seminars
One-on-one follow-up with personalized action plans based on situational needs
