How to read your account statement presentation How to read your account statement.

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Presentation transcript:

How to read your account statement presentation How to read your account statement

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. Nationwide Investment Services Corporation, member FINRA. In MI only: Nationwide Investment Svcs. Corporation. Nationwide Mutual Insurance Company and Affiliated Companies, Home Office: Columbus, OH The Nationwide framemark and Nationwide Financial are service marks of Nationwide Mutual Insurance Company. © 2013 Nationwide Financial Services, Inc. All rights reserved. PNM-2612AO.1 (06/13)

Budgeting General account information Fund balances and activity Fees and expenses Performance information How to read your account statement How do I make the most of my account statement? Agenda

How to read your account statement 4 The front page includes your basic account information. General account information

How to read your account statement 5 Fund balances and activity See your fund balances and activity by asset class.

How to read your account statement 6 Review your expenses for the quarter. Fees and expenses

How to read your account statement 7 Performance information Analyze your investments’ returns.

How to read your account statement 8 *Source for index data: Commodity Systems, Inc. Performance information Learn about market volatility.

How to read your account statement 9 View your transaction history. Performance information

How to read your account statement 10 Check your statements online or by hard copy. Performance information

How to read your account statement 11 Points to remember 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 by hard copy Summary

Access your account nationwide.com/myretirement