Guaranteed Income Made Easy

With the passage of the SECURE Act, more plan sponsors are seeking guaranteed income solutions. Nestimate allows you to be the hero to your 401k plan clients; leave the heavy lifting to us.

Why choose Nestimate for your 401k clients?

Competitive Advantage

Right now, retirement income is on the cutting edge of benefits, but it won't be that way for long. Distinguish yourself among other advisors as a leader in your craft and attract more business.

Not an income expert?

Leverage the advanced software analytics of Nestimate to take the guesswork out of retirement income. Offload hours of education and diligence onto us, while you focus on what matters most: building relationships.

Fiduciary Responsibility

Nestimate's intuitive due diligence process intuitively guides you through a fiduciary process so that you can be confident to select and monitor the appropriate solution. Still feeling overwhelmed? Let us do it for you.

Plan sponsors top concerns

While an increasing number of plan sponsors are seeking to adopt lifetime income solutions, they have concerns:

75% of Plan Sponsors

Say they're too administratively complex