Carruth Compliance Consulting

     Retirement Readiness      For Employees      For Employers      For Vendors      About Us      Contact Us 

    Login   
Skip Navigation Links.
Click here for our new wizard online voucher request system.

Nationwide Financial
(aka: Nationwide Financial)
Vendor General Information

This Vendor Page has not been approved by Nationwide Financial,
but the information provided should be useful to you.

Nationwide Financial (aka: Nationwide Financial) - General Status

Nationwide will no longer accept contributions to non-ERISA 403(b) accounts after December 31, 2008. Nationwide stopped accepting transfers and exchanges as of September 2007. Existing accounts may be maintained after December 31, 2008, but additional contributions will not be accepted. Nationwide will not sign ISA of third parties like CCC, but it remains unclear if they will have their own ISA available.

Nationwide Financial has provided this PDF documentation: View / Download

Nationwide Financial (aka: Nationwide Financial) Web Homepage

Nationwide Financial has NOT provided any link to its home office webpage at this time.

Product Information

Click the link(s) below for information on Nationwide Financial investment products:

  • End of List

Fee Information

Click the link(s) below for information on the fees associated with Nationwide Financial accounts:

  • End of List

403(b) Investment Options

Nationwide Financial offers the following type(s) of 403(b) investment option:

  • End of List

Roth 403(b) Contribution Policy

Nationwide Financial does NOT accept Roth 403(b) contributions.

Marketing Information

Investment products of Nationwide Financial are marketed using the following approaches:

  • End of List Declared by Nationwide Financial

Helpful Employee Resources

Nationwide Financial has not provided a weblink to any online consumer education or financial planning tools or calculators they may or may not offer to assist participants with financial planning and education. The moment Nationwide Financial provides a weblink to us, we'll post it here immediately.

Active in Other CCC Employer 403(b) Plans

To see which other CCC Employers hold Active Payroll Slots with Nationwide Financial, please visit our General Nationwide Financial Page.

Vendor Page Maintainance

Vendors may manage their own CCC website pages via authorized logins available upon request. Vendors are invited to update their company and Employer-specific information (Plan or Group Number, Local Contacts, Product Information, Forms, etc.) regularly.

Vendor Forms and Online Submissions Links

Nationwide Financial has not provided copies of or links to any Vendor Forms. Please contact Nationwide Financial to request any forms you might need.

 

Employers for which Nationwide Financial (aka: Nationwide Financial) is Eligible to Receive Contributions

Important: The list below represents those Employers in whose 403(b) Plans Nationwide Financial holds an Active Payroll Slot:

  • End of List

Important: The list below represents those Employers in whose 403(b) Plans Nationwide Financial holds an Inactive Payroll Slot:

  • End of List

Employers for which Nationwide Financial is Eligible to Receive Exchanges, Transfers, and Rollovers

Important: The list below represents those Employers in whose 403(b) Plans Nationwide Financial is eligible to receive exchanges, transfers, and rollover contributions because Nationwide Financial has signed a Direct Information Sharing Agreement with Employers in this list:

Employers for which Nationwide Financial is an Orphaned Vendor

An Orphaned Vendor is a Vendor that received contributions under the Plan during the period 1/1/2005 through 12/31/2008, but has not and will not receive Contributions, Exchanges, Transfers, or Rollover Contributions into Accounts under the Plan after 12/31/2008. The list below represents those Employers in whose 403(b) Plans Nationwide Financial is classified as an Orphaned Vendor:

Employers for which Nationwide Financial is a Deselected Vendor

Important: A Deselected Vendor is a vendor that held an Active or Inactive Payroll Slot an employer's 403(b) Plan and received contributions after 12/31/2008, but the vendor is no longer eligible to receive contributions in the plan. The list below represents the employer 403(b) plans where Nationwide Financial is a Deselected Vendor.

  • End of List

Employers for which Nationwide Financial is a Grandfathered Vendor

Important: The list below represents those Employers in whose 403(b) Plans Nationwide Financial is classified as a Grandfathered Contribution Vendor:

  • End of List

Important: The list below represents those Employers in whose 403(b) Plans Nationwide Financial is classified as a Grandfathered Exchange Vendor:

  • End of List