Founded in 2001
NestEggs Retirement Plan Services
Value by Design
NestEggs is a fully bundled record keeper, third party administrator and SEC registered Investment Advisory firm specializing in the design of tax efficient corporate retirement plans. Our founder has authored textbooks for the American College of Financial Planners on the topic of utilizing pension plans as tax mitigation and net worth enhancement vehicles for privately held businesses.
As such, our focus and specialty is in the design of tax efficient Profit Sharing and Cash Balance Defined Benefit combination plans. However, our white glove, concierge service model makes us a competitive provider for standard 401k plans.
We prefer to serve as both 3(16) administrative and 3(38) investment manager fiduciaries as a standard function of our fees. We utilize state of the art, interactive enrollment and education tools. We are open architecture record keepers with transparent fees and offering only the lowest cost funds available. We are fully independent and utilize Schwab SRT.
Years of experience administering retirement plans:
Number of employees dedicated to DC market:
Total employer sponsored retirement plan assets under administration:
401k Total Plans
401k Total Assets
403b Total Plans
403b Total Assets
457b Total Plans
457b Total Assets