Your client plans
12 PLANSPLANTOOLSTATUS
Acme Co. 401(k)Fit AnalysisCOMPLETED
Riverside Mfg. 401(k)Quick CompareCOMPLETED
Lakeview Health 403(b)ScreenerIN PROGRESS
Northgate Foods 401(k)Fit AnalysisIN PROGRESS
For advisors & consultants
Score every plan you advise,
and show your work.
Fit each client’s target date fund to their own workforce, then hand the committee a report it can follow.
- Access
- Free for advisors through Nuveen
- Legal review
- Opinion letter from The Wagner Law Group
- Coverage
- Every suite, including built-in income
Plans you advise
12 PLANSAcme Co. 401(k)+1491
Riverside Mfg. 401(k)+1889
Lakeview Health 403(b)+2086
Northgate Foods 401(k)+982
What it does for you
The analysis behind every
recommendation, done.
Three jobs Nestimate takes off your desk, so client meetings are about the decision.
Plan preferences
STEP 3Maximize income or account balance?
IncomeAccount balancePlan’s role in retirement outcomes
LimitedSharedPrimaryPreferred management style
ActiveIndexBlendACME CO. 401(K)1,284 PARTICIPANTSScore suites for every client
Start from each plan’s census and the committee’s preferences. Every suite gets a plan-fit score.
Income proposal
STEP 6 OF 9- Evaluate products05
- Compare head-to-head06
- Select product07
- Complete fiduciary checklist08
- Finalize proposal09
ACME CO. 401(K)Compare income products
Build a lifetime income proposal in nine steps, from plan profile to final proposal.
Customize report
STEP 7REPORT TYPEStandard report (summary)Fiduciary report (detailed)Custom reportFund performanceBacktested performanceRIVERSIDE MFG. 401(K)Generate reportDocument the decision
Export a fiduciary-ready report and keep the checklist in the client’s file.
Products advisors use
Two products for
the plans you advise.
Most advisors start with TDF IQ, then add lifetime income when a client asks for it.
Retirement Income Platform
Compare guaranteed income products head-to-head and build the client’s proposal.
Compare head-to-head
ACME CO. · AGE 65FEATUREIN-PLAN ANNUITYINCOME TARGET DATE
Payout rate6.1%5.8%
IRA portabilityYesYes
Recordkeeper portabilityNoYes
Insurer attestation letterOn fileOn file
Access
How advisors get access.
Use TDF IQ through a firm you already work with, or come to us directly.
Direct
Not with either firm? We’ll set you up ourselves.
Advisors get TDF IQ free through Nuveen.
Business Wire · Apr 20, 2026 ¹
Ask your PGIM DC Solutions rep for access.
Business Wire · Aug 26, 2026 ²
FAQ
Questions advisors ask.
Don’t see yours? We’re happy to walk through it.
How do advisors get access to TDF IQ?
Through a partner or directly. Advisors can use TDF IQ free through Nuveen, through PGIM’s DC Solutions reps, or through Nationwide. We’ll help you find the right path.
What data do I need from the plan?
A participant census. TDF IQ reads ages, balances, deferral rates and salaries, then scores every suite against those people.
Which target date suites can I compare?
Every suite TDF IQ covers, including suites with built-in income. The plan’s current suite is always shown alongside.
What does the report include?
Plan-fit scores, the Retirement Income Score, risk and return side by side, and a fiduciary summary for the committee file.
Can I use it for lifetime income decisions too?
Yes. The Retirement Income Platform takes you from plan profile to product selection, a fiduciary checklist and a final proposal.
Also built for
The people around your plans use it too.
Plan sponsors
For the committees you serve.
Asset managers
For the managers whose suites you cover.
Recordkeepers & insurers
For the platforms your plans run on.
Bring a client plan.
We’ll score it with you.
Book time and walk through a sample report built for a plan like your client’s.
Free for advisors through Nuveen.
Client book
12 PLANS · Q3 2026PLANBEST FITPLAN FITVS CURRENT
Acme Co. 401(k)Suite A91+14
Riverside Mfg. 401(k)Suite A89+18
Lakeview Health 403(b)Suite C86+20
Northgate Foods 401(k)Suite B82+9
8 MORE PLANS