Browsing Tag
Nestimate
7 posts
Nestimate Expands TDF Platform to Nuveen Advisors
The tool aims to help advisors evaluate investment options with lifetime income solutions
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,…
Nestimate Introduces TDF Analyzer
Patent-pending TDF IQ brings income-focused due diligence to retirement plans
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
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
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
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