Summit

Investing actions

• Set up distributions — If you’re nearing age 73, set up your system for your required minimum distribution (RMD).
• Increase contributions — Even small increases to your contributions can make a big impact over time.
• Combine accounts (rollover) — Consider consolidating any outside investment accounts and rolling them over into your plan.

Planning actions

• Review investments — Take time to review your investments to make sure they are aligned with your goals.
• Attend a webinar — Register for one of our webinars that can help you make decisions about managing your money and planning for retirement.
• Download the My Retirement by Nationwide^SM mobile app — Stay up to date with quick, 24/7 access to your retirement accounts.
• Turn on Nationwide Account Lock — Add extra security to your account and proactively "lock" your account from distributions until you’re ready to take withdrawals.
• Enroll in e-delivery — Sign up for e-delivery and get timely communications about retirement readiness, resources and more.

• My Income & Retirement Planner^SM — Get a comprehensive assessment of how ready you might be for retirement. Set a retirement goal, track your progress and review options for improving your retirement outlook.
• My Investment Planner^SM — Identify your investment style and find a mix of investment options that could be right for you.