Nestimate acts as 3(38) fiduciary to select, monitor, and replace the full fund lineup.
Nestimate acts as 3(38) fiduciary to select, monitor, and replace lifetime income products. The advisor is responsible for the core investment lineup.
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.
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