Browsing Tag
Nestimate
6 posts
Previewing the Nestimate Retirement Income Summit with Kelby Meyers
In the first new 401(k) Specialist Pod(k)ast episode of 2026, Editor-in-Chief Brian Anderson sits down with Kelby Meyers,…
January 12, 2026
Nestimate Introduces TDF Analyzer
Patent-pending TDF IQ brings income-focused due diligence to retirement plans
November 18, 2025
Investment Round Fuels Nestimate’s Retirement Income Focus
$3 million in funding for Kelby Meyers’ company will ramp up product development and scale customer support capabilities
September 15, 2025
How Using Guaranteed Lifetime Income Research Can Grow Your Book of Business
Session at Retirement Plan Advisor Summit Central emphasizes that their advisor is the person plan sponsors most want help from in adding new solutions
March 25, 2025
Nestimate Introduces In-Plan Annuity Evaluation Tool
“RIS(k)” actuarial and investment modeling tool provides participant-specific impact analysis of adding lifetime income solutions within retirement plans
March 10, 2025
Nestimate Debuts Software Solution for In-Plan Guaranteed Income Products
Software billed as giving plan advisors, consultants and sponsors a scalable way to implement lifetime income into retirement plans
April 3, 2023