Nationwide's Quarterly Employer/Participant Statements Take On "New & Improved" Look.
As part of ongoing efforts to continually enhance information participants receive, Nationwide improved the look and content of their quarterly statements. Soon individuals can track their retirement progress easier than before by incorporating the following enhancements:
• An “At a Glance” Account Value Section
• Pie Charts depicting allocation of assets by risk category or investment class
• Bar Graphs reflecting historical account values
• Statements mailed direct to participant
• Optional Investment Performance information
• Optional Personal Rate of Return information
• Optional Transaction History
With an improved level of investment detail, along with customizable reporting, Nationwide has developed one of the finest statements available today.
Look for detailed information in the months ahead to assist you in converting over to this new and improved format. Should you have questions in the mean time, please call Kelly at (815)394-5500 ext. 125.
Sample Statement PDFs:
View the Employer Sample Statement
View the Participant Sample Statement
Pension Specialists, Ltd.
3923 E. State Street
Rockford, IL 61108
Toll Free: 800-963-5501