Nationwide’s Enhanced Reporting Feature

The right tools to effectively manage and monitor your plans

We understand how important it is to stay informed of retirement plan details. Nationwide’s Reporting Feature can help you build and access the information you need – in the way you see fit.

Build and save reports using your data

Our Reporting Feature gives you the ability to independently obtain participant or financial data that’s relevant to your needs. After gathering your information, you can then save the report to your “report inbox” to view it again later.

Self-Service reports for go-to information

In addition to giving you control of your reporting needs, we have reports that reflect the most in-demand information for easier access. The Reporting Feature offers a self-service suite that includes:

  • Plan assets
  • Participant census data
  • Contributions
  • Rollovers/transfers
  • Distributions
  • Loans (if offered)
  • Enrollment Detail Information Report
  • Enrollment and Contribution Changes for Payroll Report

Our self-service reports reduce the turnaround time on building reports — delivering you more flexibility to get information.

Comprehensive and flexible reporting

Filter your reports by age range or date and then export your data in your preferred format — in a PDF, Excel spreadsheet or CSV file. All reports also give you the ability to obtain data by selecting IRS plan or viewing information, including all IRS codes, at an aggregate level.

It is important to us that our plan sponsors have the tools to effectively manage and monitor their plans. Nationwide’s Reporting Feature puts the information you need right at your fingertips.

For more information, contact a Nationwide representative at 1-877-496-1630 email us at NRSPlan@nationwide.com

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