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Working with Nationwide


drakecohen
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My experience with them has been mostly positive. The pros are they are responsive and they give you a lot of leeway to correct client mistakes without giving you much grief to do so. The cons are they typically expect you to do more than some other custodians with respect to supporting the client and processing information. But overall I wouldn't have a problem recommending them.  As a side note though it does seem they have tried to price themselves out of the really small plan market with their most recent pricing model so your target market might have an impact on how you view Nationwide v other providers.

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I've used them on the client side and like them better than some others I have used.  I found their employer side website to be friendly, although sometimes their reporting had to be tweeked to use the right transaction dates needed (pay date vs transaction date for example).   I'd recommend them to a smaller client.

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