Tech-driven solutions to help retirement plan advisors grow.
Experience the difference with Nestimate.
Why Nestimate?
We know investment management, and we have your best interests at heart.
Here's what sets us apart:
Independent.
Cost Effective.
Outcome-Focused.
Built For You.
Unlike firms that offer proprietary funds, we have no products to sell, ensuring our recommendations are
always unbiased.
We are competitively priced,
so you can focus on what matters without stressing
about the how.
We believe retirement plans should be designed to maximize income for the participant in retirement.
We understand each plan is as unique as it's participants. We align the investments with the goals of the plan.
Our Services
3(38) Fiduciary
Nestimate acts as 3(38) fiduciary to select, monitor, and replace the full fund lineup.
3(38) Fiduciary on Lifetime Income Products
Nestimate acts as 3(38) fiduciary to select, monitor, and replace lifetime income products.
The advisor is responsible for the core investment lineup.
TDF Fit Analysis
Nestimate analyzes how well a target date fund matches a plan by combining plan demographics and preferences with a proprietary algorithm.
This approach considers both the numbers and the bigger picture, using expert insights from actuarial science and market analysis to determine the best fit.