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Understanding your retirement account statement. General account information. The front page includes your basic account information. Fund balances and activity. See your fund balances and activity by asset class. 6. Fees and expenses. Understanding your account statement. - PowerPoint PPT Presentation
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Understanding your retirement account statement presentation
Investing involves market risk, including possible loss of principal and possible fluctuations in value.
The Nationwide Group Retirement Series includes unregistered group fixed and variable annuities and trust programs. The unregistered group fixed and variable annuities are issued by Nationwide Life Insurance Company. Trust programs and trust services are offered by Nationwide Trust Company, FSB, a division of Nationwide Bank. The general distributor of variable products is Nationwide Investment Services Corporation, member FINRA. Nationwide Mutual Insurance Company and Affiliated Companies, Home Office: Columbus, OH 43215-2220.
Nationwide, the Nationwide N and Eagle and Nationwide is on your side are service marks of Nationwide Mutual Insurance Company. © 2016 Nationwide
PNM-2612AO.7 (01/16)
• Not a deposit • Not FDIC or NCUSIF insured • Not guaranteed by the institution• Not insured by any federal government agency • May lose value
Understanding your account statement
How do I make the most of my account statement?
Understanding your account statement44 General account information
Understanding your account statement55 Fund balances and activity
Understanding your account statement66 Fees and expensesUnderstanding your account statement6
Understanding your account statement77 Performance information
Understanding your account statement88
*Source for index data: Commodity Systems, Inc.
Learn about market volatility
Performance information
Understanding your account statement99 How to read your account statementUnderstanding your account statement Performance information9
Understanding your account statement1010
Check your statements online or by hard copy
Performance information
Understanding your account statement
The front page includes basic account information
You can review fund balances and activity
by asset class
Expenses and investment returns are provided
Statements are available online or copy
Summary11
Access your retirement account
nationwide.com/myretirement
1-800-772-2182
