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Transition guide
State of Florida Deferred Compensation Plan
Making Deferred Compensation even better for you
Why Nationwide?Nationwide has been helping public sector employees like you prepare for and live in retirement for over 30 years.
There are many benefits to investing with Nationwide, such as:
Important dates to knowJanuary 17, 2020 Last day to make any changes to your account
January 24, 2020 After the close of the market, assets will be liquidated from Empower
January 31, 2020 Accounts will be available with with Nationwide and visible on NRSflorida.com starting at 8 a.m. ET
Nationwide® can help you prepare for and live in retirementAfter an extensive analysis, the State of Florida Deferred Compensation Committee has chosen Nationwide as one of your Deferred Compensation Plan providers. Beginning December 16, 2019, Nationwide® will provide administration and recordkeeping services for the State of Florida Deferred Compensation Plan. Together, we are working to keep the transition period as seamless as possible.
After the close of business on January 24, 2020, your deferred compensation assets will be moved to a new Nationwide Plan account, which will be established in your name.
After the transition concludes, visit NRSflorida.com and establish a username and password to manage your account on an ongoing basis.
Investment offeringsselected for
retirement plan investors
A competitive
fixed rate
Professional money management
offered through Nationwide ProAccount
Salaried planrepresentatives
helping you succeed
DALBAR Plan Participant
Service Award recipient for 5 years in a row
Comprehensive retirement planning tools such as
My Interactive Retirement PlannerSM
Learn more at one of these workshopsYour local Retirement Specialist will gladly assist as you make decisions about Plan participation. We encourage you to attend one of the many upcoming transition workshops to learn more about the transition and your options.
State of Florida Deferred Compensation PlanTransition Workshop Schedule
Date Time Room Number Lacation
November 18 9 a.m. 180Betty Easley Conference Center (Southwood) 4075 Esplanade Way Tallahassee, Florida 32399
November 18 1 p.m. 6244 Florida State University campus University Center Building A
November 19 9 a.m. 101Chappie James Building 160 West Government Street Pensacola, Florida 32501
November 19 9 a.m. 301B BuildingMary L. Singleton Regional Service Center 921 North Davis Street Jacksonville, Florida 32209
November 19 2 p.m. Conf. Room 101CUniversity of Florida-GainesvilleHR Service Center 903 W. University Ave Gainesville, FL 32601
November 20 9 a.m. N101Hurston Towers 400 West Robinson StreetOrlando, Florida 32801
November 20 2 p.m. 605 Trammell Building 1313 N. Tampa StreetTampa, Florida 33602
November 21 10 a.m. N106Rohde Building 401 N.W. 2nd Avenue, Room N125 Miami, Florida 33128
November 21 2 p.m. Conf. Room North Broward Regional Service Center1400 West Commercial Blvd. Fort Lauderdale, Florida 33309
November 22 9 a.m. 165 C/D Joseph P. d’Allessandro Building 2295 Victoria Avenue Fort Myers, Florida 33901
Investment option updatesAfter the market closes on January 24, 2020, the funds in the left column will no longer be available. Assets in and contribution deferrals to these funds will be moved to the funds listed in the right column.
Current Fund Name TickerCurrent
Total Fund Fees
Asset Category New Fund Name Ticker
Asset Allocation/Target Date Funds
BlackRock Bond Index BMOIX 0.1 U.S. Intermediate Dodge & Cox Income DODIX
PIMCO Total Return PTRAX 0.8 Intermediate Core Dodge & Cox Income DODIX
Hotchkis & Wiley Value Opps HWAIX 0.97 U.S. Large Value Invesco Diversified Dividend DDFIX
Neuberger Berman Sustainable Equity NBSRX 0.86 U.S. Large Blend Neuberger Berman Sustainable Equity NBSRX
American Funds Washington Mutual AWSHX 0.57 U.S. Large Blend T. Rowe Price Dividend Growth PRDGX
J.P. Morgan Disciplined Equity A JDEAX 0.6 U.S. Large Blend T. Rowe Price Dividend Growth PRDGX
Pioneer Fundamental Growth Y FUNYX 0.77 U.S. Large Growth Fidelity Contrafund FCNTX
Great-West Mid Cap Value Institutional MXKJX 0.8 U.S. Mid Cap Value J.P. Morgan Mid Cap Value I JMVSX
Great-West T. Rowe Mid Cap Institutional MXYKX 0.67 U.S. Mid Cap Growth T. Rowe Price Mid Cap Growth Equity Trust
Delaware Small Cap Value Institutional DEVIX 0.9 U.S. Small Value Delaware Small Cap Value Institutional DEVIX
Vanguard Small Cap Index VSCIX 0.04 U.S. Small Blend Vanguard Small Cap Index VSCIX
Wasatch Small Cap Growth Investor WAAEX 1.2 U.S. Small Growth Wasatch Small Cap Growth Investor WAAEX
Invesco Oppenheimer Developing Markets Y ODVYX 1.01 Diversified Emerging American Funds New World R4 RNWEX
Great-West International Value Institutional MXJVX 0.71 Foreign Large Blend Great-West International Value Institutional MXJVX
Great-West Lifetime 2015 Inst. MXNYX 0.47 Target Date 2015 T. Rowe Price Retire 2015 Trust
Great-West Lifetime 2020 Inst. MXAKX 0.53 Target Date 2020 T. Rowe Price Retire 2020 Trust
Great-West Lifetime 2025 Inst. MXQBX 0.51 Target Date 2025 T. Rowe Price Retire 2025 Trust
Great-West Lifetime 2030 Inst. MXAYX 0.54 Target Date 2030 T. Rowe Price Retire 2030 Trust
Great-West Lifetime 2035 Inst. MXTBX 0.55 Target Date 2035 T. Rowe Price Retire 2035 Trust
Great-West Lifetime 2040 Inst. MXBGX 0.56 Target Date 2040 T. Rowe Price Retire 2040 Trust
Great-West Lifetime 2045 Inst. MXWEX 0.57 Target Date 2045 T. Rowe Price Retire 2045 Trust
Great-West Lifetime 2050 Inst. MXBSX 0.58 Target Date 2050 T. Rowe Price Retire 2050 Trust
Great-West Lifetime 2055 Inst. MXZHX 0.58 Target Date 2055 T. Rowe Price Retire 2055 Trust
Investing involves market risk, including possible loss of principal. Actual investment results will vary depending on your investment and market experience, and there is no guarantee that fund objectives will be met.
Before investing, consider the fund’s investment objectives, risks, charges and expenses carefully. Each fund’s prospectus contains this and other important information, and is available by calling 1-877-677-3678 or by download at NRSflorida.com. Read carefully before investing.
Bond funds have the same interest rate, inflation and credit risks that are associated with the underlying bonds owned by the fund.
Health sciences funds invest in stocks of firms that are often dependent on government funding and regulation, and are vulnerable to product liability lawsuits and competition from low-cost alternatives. Therefore, share prices may be more volatile than those of more diversified funds.
International funds involve risks not associated with investing solely in the U.S., such as currency fluctuation, political risk, differences in accounting and the limited availability of information.
Nationwide Fixed Account is offered by Nationwide Life Insurance Company, Columbus, Ohio. Guarantees are subject to the claims-paying ability of Nationwide Life.
Real estate funds are sensitive to economic and business cycles specific to the real estate industry as well as changing demographic patterns and government actions.
Small-company funds invest in stocks of companies that may have less liquidity than stocks of larger, established companies. Therefore, these funds may be subject to greater price volatility and risk than the overall stock market.
Important information to consider
Manage your account anytime. Anywhere. On any device. Effective January 31, 2020, you can access information about this transition at NRSflorida.com. Here you will find important dates, fund information and who to contact with questions.
After the transition, you can access your account with whatever device you prefer.
Your local Nationwide Retirement Specialist:To contact the Retirement Specialist in your area, please see the reverse side.
NRSflorida.comAccount access online1. Go to NRSflorida.com2. Select “Sign Up for an Online Account”3. Follow the easy prompts
Note: During the setup process, you will be asked to use your Social Security number. You will then create a username and password to be used going forward. To help protect personal data, keep your username and password secure and out of sight.
1-800-949-44571. Call 1-800-949-4457, option 1*2. Enter your Social Security number3. Use your date of birth for your initial
Personal Identification Number (PIN)If your birthday is Feb. 15, 1972, your setup PIN is 02151972
4. Create a new four-digit PIN for use thereafterKeep your account number and PIN secure and out of sight.* Once your account is setup, you can enter your account number
as soon as the system answers your call.
Investing involves market risk, including possible loss of principal. Actual investment results will vary depending on your investment and market experience, and there is no guarantee that fund objectives will be met.
Nationwide representatives are Registered Representatives of Nationwide Investment Services Corporation, member FINRA, Columbus, Ohio.
Nationwide, the Nationwide N and Eagle and Nationwide is on your side are service marks of Nationwide Mutual Insurance Company. My Interactive Retirement Planner is a service mark of Nationwide Life Insurance Company. © 2019 Nationwide
NRM-13010M1-FL (11/19)
Deferred Compensation Plan Retirement Specialist Territory Map
Jackson
Calhoun
Franklin
Gadsden
Gulf
Leon
Wakulla
Alachua
Baker
Bay
Bradford
Brevard
Broward
Charlotte
Citrus
Clay
Collier
Columbia
Dade
Dixie
Duval
Escambia
Flagler
Gilchrist
Glades
Hamilton
Hardee
Hendry
Hernando
Highlands
Hillsborough
Holmes
Indian River
Jefferson
Lafayette
Lake
Lee
Levy
Madison
Manatee
Marion
Martin
Monroe
Okaloosa
Okeechobee
Palm Beach
Pasco
PinellasPolk
Putnam
St. Johns
St. Lucie
Santa Rosa
Sarasota
SeminoleSumter
Suwannee
TaylorUnion
Volusia
Walton Washington
Liberty
Orange
Osceola
Nassau
Internal Retirement Specialists 1-800-949-4457Monday - Friday 8:30 a.m. - 6 p.m. ET
Gene Weaver, CRC 850-867-8586 [email protected]
Steve Adams, CRC 850-274-7413 [email protected]
Greg Trichtinger 850-508-5423 [email protected]
Visit our website at www.NRSFlorida.com.
Shirley McKinney, ChFC, CRC 352-682-2342 [email protected]
Al Rumbos 813-404-8734 [email protected]
Dan Harris, CRC 863-670-5227 [email protected]
Paul Artanis, CRC 954 -709-8719 [email protected]
Aaron Schwartz, CRC 305-439-9550 [email protected]
Chris Whitlock, Program Director 850-512-0085 [email protected]
DeSoto
