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 22% increase in participant-initiated conversations about their retirement
  • A 27% increase in contributions to their plan
  • A 43% increase in participants rolling assets into the plan from outside accounts

Nationwide Results: 2023 year-end results across approximately 7,200 plans; increases are based on comparison to a control group.