Tech-enabled fiduciary solutions for modern retirement plans.
Data-driven insights. Independent advice. Better retirement outcomes.
INDEPENDENT 3(38) INVESTMENT FIDUCIARY | RETIREMENT INCOME ANALYTICS
Why Nestimate?
Deep investment expertise. Uncompromising fiduciary alignment.
HERE'S WHAT MAKES NESTIMATE DIFFERENT:
​Built for your plan, not a model portfolio.
Every plan is different. We tailor investment strategies to participant demographics, plan objectives, and long-term outcomes.
Cost-efficient by design.
Our technology-enabled approach helps reduce unnecessary complexity and cost—without sacrificing fiduciary rigor or performance oversight.
Focused on real retirement outcomes.
We design and evaluate plans with one goal in mind: improving participants’ ability to generate sustainable income in retirement.
Truly independent fiduciary advice.
As an independent 3(38) fiduciary, our recommendations are free from product bias—aligned solely with plan and participant interests.
Our Services
Fiduciary support and analytics built for retirement plan decision-makers.
3(38) Investment Fiduciary
3(38) Fiduciary – Guaranteed Income Solutions
Target Date Fund Fit Analysis
Nestimate assumes discretionary responsibility for selecting, monitoring, and replacing plan investments—helping reduce sponsor risk while strengthening governance.
We provide independent fiduciary oversight for in-plan retirement income products, including selection, monitoring, and replacement.
Using proprietary analytics, we evaluate how well a target date fund aligns with a plan’s participant profile, objectives, and retirement income goals.