Score every suite against the people in your plan, not the average one.
Plan fit
SUITE AWorkforce
1,284 PARTICIPANTSDistribution partners
Run TDF IQ through the asset managers you already work with.
Free for advisorsThe problem
Every glide path assumes when people start saving, how much they put away, and when they retire. When your workforce doesn’t match those assumptions, the fund drifts away from the people it’s meant to serve.
Who the fund was built for vs. your plan
How it works
TDF IQ scores every target date suite, including ones with built-in income, against the people in your plan.
acme_census_2026.csv
1,284 ROWS01
Upload a participant census. TDF IQ reads ages, balances, deferral rates and salaries.
Plan fit, 2045 vintage
TOP 5 OF 702
Each suite gets a demographic-weighted fit score and a Retirement Income Score, alongside risk and return.
Fit analysis report
Q3 2026Target Date Fund Fit Analysis
Acme Co. 401(k)
03
Share a clean, fiduciary-ready report with the committee or plan sponsor.
The report
Clean, plan-specific analysis that makes a complex target date decision simple to explain.
How each suite fits your workforce
2045 vintage, scored on 1,284 participants
Suite A fits 91 of 100, 14 points above the current suite.
Each suite scored on your participants’ ages, savings and balances.
An outcomes lens for traditional and income target date funds.
Fit is shown alongside the risk and return metrics committees already use.
A clear record of the process, ready for the committee file.
Who it’s for
Advisors, sponsors and the firms behind the funds all get the same plan-specific view of the target date decision.
Plans you advise
12 PLANSAdvisors & consultants
Show each client how their suite fits their workforce, free through Nuveen.
Plan sponsors
See your current suite against your own participant data, and keep the record.
38plans where it fits best
Asset managers
Give your DC teams plan-level fit analysis, the way Nuveen and PGIM do.
Income options
ACME CO.Recordkeepers & insurers
Select and monitor guaranteed income with the Retirement Income Platform.
More from Nestimate
TDF IQ is where most teams start. The same platform covers lifetime income, plan menus and the fiduciary work around them.
Compare and select guaranteed income products for your plan, with the analysis documented.
Lifetime income
ACME CO. 401(K) · AGE 65$3,950a month, guaranteed for life
Build a plan menu one sleeve at a time, starting from the target date fund that fits.
Plan menu
4 SLEEVESSoftware-led, human-fed. Our team runs periodic reviews and ongoing monitoring with you.
Fiduciary file
ACME CO.Talk with our team and walk through a sample report built for a plan like yours.
Free for advisors through Nuveen.
Target Date Fund
Fit Analysis
Prepared for the Acme Co. 401(k) Plan Committee