
Congratulations on being at the forefront of retirement innovation! By adopting a lifetime income solution, you’re helping to close a critical gap in retirement planning and offering your participants a powerful way to turn their savings into lasting income. This is a forward-thinking move that reflects your commitment to supporting long-term financial well-being.
Your participants may need support as they learn the features and benefits of lifetime income solutions. Nationwide is here to help participants navigate these new investment options, but as a plan sponsor, you may be the first person that your participants turn to with questions. This toolkit is designed to help you easily access and share key resources with your participants.
Together, we can help participants take meaningful steps toward retiring with greater confidence and financial stability.
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Materials
Participant introductory flier
Share this flier to inform participants about the lifetime income solution available in your plan.Plan sponsor and HR conversation guide
This brochure will help you respond to participant questions about retirement planning. -
Web resources
Lifetime income page
Share this link with participants to encourage them to explore their lifetime income options via video, case studies and FAQs. -
Case studies
Share these examples of how lifetime income can help a variety of participants, even when they prioritize unique financial goals.
Growth and income
Meet Jordan, a 45-year-old who's 20 years from retirement. He works hard and is looking for investment options with growth potential. Jordan spends a lot of time worrying about what retirement might look like.Maximizing retirement income
Meet Mike, a 55-year-old who's 10 years from retirement. Mike has been diligent about saving and investing over the years, and as he approaches retirement, he would like to generate a plan to convert those savings into income.Simplifying retirement accounts and creating retirement income
Meet Alex, a 40-year-old who's 25 years from retirement. Alex is a busy professional who is focused on providing for her family and getting to spend quality time with her children. She wants to simplify her financial life by consolidating retirement plan assets from a previous employer into her current employer's retirement plan.
Guarantees are subject to the claims-paying ability of the issuing insurance company. Provisions of these options may vary based on plan selection and/or by state regulation. These investment options may not be available in all states.