TDFs aren’t created equal, but they’re often treated that way.
Even the most carefully chosen target date fund can miss the mark when workforce demographics, savings behaviors, or goals shift. Without workforce-specific analysis, a plans misalignment that can cost performance and engagement.
Target Date Fund IQ, a next-gen TDF analysis with your plan in mind.
Plan Centric Fit
Demographic-Weighted Scoring
Factoring ages, savings, balances, and behaviors provides a more detailed alignment of the target date suite and the plan's participants.
Prioritize fiduciary implementation and plan specific information to provide an enhanced analysis in tandem with risk/returns metrics.
Clean Reporting
Retirement Income Score
Nestmate’s proprietary outcomes lens equips fiduciaries to analyze both traditional and income TDFs.
Ultra-clean reports allow you to deliver robust TDF analysis with simplicity and elegance.