M&A - NATIONWIDE VARIABLE ACCOUNT 4

Form Type: 497

Filing Date: 2025-01-23

Corporate Action: Merger

Type: Update

Accession Number: 000119312525011071

Filing Summary: On January 23, 2025, a supplement to the statutory prospectus for the Nationwide Variable Insurance Trust was released, which includes significant updates related to investment subadvisers and the merger of two funds. The Board of Trustees approved the termination of Nationwide Asset Management, LLC as subadviser to the NVIT Core Bond Fund, appointing Loomis, Sayles & Company, L.P. as the new subadviser effective January 27, 2025. Similarly, Columbia Management Investment Advisor, LLC was terminated as subadviser to the NVIT Columbia Overseas Value Fund, with Putnam Investment Management, LLC taking over effective January 31, 2025. Furthermore, the merger between NVIT BNY Mellon Core Plus Bond Fund: Class P (the "Target Fund") and NVIT Core Bond Fund: Class P (the "Acquiring Fund") was approved with an effective date anticipated to be February 28, 2025. The Target Fund will stop accepting transfers or new purchase payments and will transfer its assets to the Acquiring Fund, which will also assume all liabilities of the Target Fund. The document also mentioned changes in subadvisers for the NVIT Emerging Markets Fund, with FIAM LLC replacing NS Partners Ltd effective around March 3, 2025.

Form Type: 497

Filing Date: 2025-01-23

Corporate Action: Merger

Type: Update

Accession Number: 000119312525011075

Filing Summary: On January 23, 2025, an update to the statutory prospectus was issued regarding recent decisions made by the Board of Trustees of Nationwide Variable Insurance Trust. Notable updates include the appointment of Putnam Investment Management, LLC as the new subadviser for the NVIT Columbia Overseas Value Fund, effective on or about January 31, 2025, replacing Columbia Management Investment Advisor, LLC. Additionally, a merger was approved for the NVIT BNY Mellon Core Plus Bond Fund and the NVIT Core Bond Fund, which will become the NVIT Loomis Core Bond Fund on or about February 28, 2025. This merger includes the transfer of substantially all assets from the Target Fund to the Acquiring Fund, affecting future availability for transfers or new purchases. The document emphasizes the amendments to reflect these changes in the prospectus, including updates to names of investment options and expenses associated with the NVIT Loomis Core Bond Fund. Furthermore, the Board also approved changes to the subadvisers for the NVIT Emerging Markets Fund, transitioning from NS Partners Ltd to FIAM LLC, effective on or about March 3, 2025.

Form Type: 497

Filing Date: 2025-01-23

Corporate Action: Merger

Type: Update

Accession Number: 000119312525011093

Filing Summary: On October 23, 2024, the Board of Trustees of Nationwide Variable Insurance Trust approved the merger of the NVIT BNY Mellon Core Plus Bond Fund: Class Y (the "Target Fund") with the NVIT Core Bond Fund: Class Y (the "Acquiring Fund"). This merger is scheduled to become effective on or about February 28, 2025. As of the Effective Date, the Target Fund will no longer accept transfers or new purchase payments. Its assets will be transferred to the Acquiring Fund in exchange for shares, and the Acquiring Fund will assume all liabilities from the Target Fund. The prospectus will be updated to reflect these changes, including the removal of references to the Target Fund and the addition of information about the Acquiring Fund, which will be renamed NVIT Loomis Core Bond Fund.

Form Type: 497

Filing Date: 2025-01-23

Corporate Action: Merger

Type: Update

Accession Number: 000119312525011101

Filing Summary: This supplement updates the statutory prospectus for America's MarketFLEX II Annuity and related products, detailing key changes approved by the Board of Trustees of Nationwide Variable Insurance Trust. The document highlights the termination of Columbia Management Investment Advisor, LLC as the subadviser for the NVIT Columbia Overseas Value Fund, with Putnam Investment Management, LLC being appointed as the new subadviser effective January 31, 2025. Additionally, it outlines the merger of the NVIT BNY Mellon Core Plus Bond Fund: Class P (the Target Fund) into the NVIT Core Bond Fund: Class P (the Acquiring Fund), which will be renamed NVIT Loomis Core Bond Fund, with a planned effective date of February 28, 2025. Consequently, the Target Fund will cease to accept transfers or new purchase payments. The Target Fund will exchange its assets for shares of the Acquiring Fund, which will assume all liabilities of the Target Fund. The document also notes the termination of NS Partners Ltd as the subadviser to the NVIT Emerging Markets Fund, with FIAM LLC set to take over on March 3, 2025. All references to previous subadvisers and funds in the prospectus will be updated accordingly.

Form Type: 497

Filing Date: 2025-01-23

Corporate Action: Merger

Type: Update

Accession Number: 000119312525011111

Filing Summary: On January 23, 2025, a supplement to the statutory prospectus for JPMorgan Multi-Asset Choice and JPMorgan Multi-Asset Choice NY was filed. This supplement details the approval by the Board of Trustees of Nationwide Variable Insurance Trust on October 23, 2024, for the merger of the NVIT BNY Mellon Core Plus Bond Fund: Class Y (the 'Target Fund') with the NVIT Core Bond Fund: Class Y (the 'Acquiring Fund'). The merger is set to be effective on or about February 28, 2025, with changes including the cessation of new transfers and purchase payments into the Target Fund, which will transfer its assets to the Acquiring Fund. The Acquiring Fund will assume the liabilities of the Target Fund. Furthermore, all references to the Target Fund in the prospectus are to be replaced with the Acquiring Fund, now named 'NVIT Loomis Core Bond Fund'.

Form Type: 497VPI

Filing Date: 2025-01-23

Corporate Action: Merger

Type: Update

Accession Number: 000119312525011149

Filing Summary: On January 23, 2025, a supplement was issued updating information in the initial summary prospectus of JPMorgan Multi-Asset Choice and JPMorgan Multi-Asset Choice NY. This update follows the approval by the Board of Trustees of Nationwide Variable Insurance Trust for the merger of the NVIT BNY Mellon Core Plus Bond Fund: Class Y (the 'Target Fund') with the NVIT Core Bond Fund: Class Y (the 'Acquiring Fund'). The merger is set to be effective on or about February 28, 2025. Post-merger, the Target Fund will cease to accept transfers or new purchase payments, and its assets will be transferred to the Acquiring Fund in exchange for shares, while the Acquiring Fund will take on all liabilities of the Target Fund. Additionally, the prospectus Appendix will reflect the newly named 'NVIT Loomis Core Bond Fund' and include updated expense ratios and historical returns for the Acquiring Fund for various time frames up to ten years.

Form Type: 497VPI

Filing Date: 2025-01-23

Corporate Action: Merger

Type: Update

Accession Number: 000119312525011151

Filing Summary: This document serves as a supplement to the initial summary prospectus of the Nationwide Variable Insurance Trust. Key points include the termination of Nationwide Asset Management, LLC as a subadviser to the NVIT Core Bond Fund, effective on January 27, 2025, and the appointment of Loomis, Sayles & Company, L.P. as the new subadviser. Additionally, Columbia Management Investment Advisor, LLC will be terminated from the NVIT Columbia Overseas Value Fund, with Putnam Investment Management, LLC appointed as its new subadviser, effective January 31, 2025. A significant corporate action is the merger of the NVIT BNY Mellon Core Plus Bond Fund (Target Fund) into the NVIT Core Bond Fund (Acquiring Fund), which was approved by the Board and will take effect on February 28, 2025, thereby ceasing the Target Fund's operations and transferring its assets to the Acquiring Fund. Furthermore, NS Partners Ltd will be replaced by FIAM LLC as the subadviser to the NVIT Emerging Markets Fund, effective March 3, 2025, with all relevant amendments made to the prospectus accordingly.

Form Type: 497VPI

Filing Date: 2025-01-23

Corporate Action: Merger

Type: Update

Accession Number: 000119312525011162

Filing Summary: This document is a supplement dated January 23, 2025, related to the JPMorgan Multi-Asset Choice. It updates certain information in the initial summary prospectus dated May 1, 2024. The Board of Trustees of Nationwide Variable Insurance Trust approved the merger of the NVIT BNY Mellon Core Plus Bond Fund: Class Y (the 'Target Fund') with the NVIT Core Bond Fund: Class Y (the 'Acquiring Fund'), which will be renamed as the 'NVIT Loomis Core Bond Fund' effective on or about January 27, 2025. The merger will officially occur on or about February 28, 2025. Post-merger, the Target Fund will cease to accept transfers or new purchase payments, and it will transfer its assets to the Acquiring Fund in exchange for shares. Additionally, the Acquiring Fund will take on all liabilities of the Target Fund. The prospectus appendix has been amended to include details about the Acquiring Fund's current expenses and average annual total returns as of December 31, 2023. All mentions of the Target Fund in the prospectus have been replaced with the Acquiring Fund.