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Nestimate

For asset managers

Show where your
suite wins.

Give your DC teams and their advisors plan-level fit analysis, the way Nuveen and PGIM do.

Get a demo See a sample report
In market with
Nuveen and PGIM
Model
Offer TDF IQ to the advisors you cover
Quick Compare
Your suite against peers on fit and fees
A woman holding a coffee cup looks out over the city from an office window at dusk.
YOUR 2045 SUITE52 PLANS

38plans where it fits best

What it does for you

Plan-level evidence for
your distribution team.

Three jobs Nestimate does for asset managers and the advisors they support.

See a sample report

  1. Your suite, plan by plan

    2045 VINTAGE
    PLANFITRANK
    Acme Co. 401(k)911 / 7
    Riverside Mfg. 401(k)891 / 7
    Northgate Foods 401(k)802 / 7
    Lakeview Health 403(b)783 / 7
    RANKED FIRST IN 38 OF 52VIEW ALL

    Find the plans that fit

    See where your suite scores best against real participant data, plan by plan.

  2. Report details

    FIT ANALYSIS
    PREPARED FORRiverside Mfg. 401(k) Plan Committee
    PREPARED BYYour DC team, with the plan’s advisor
    REPORTFit Analysis · Standard report (summary)
    PDFDownload PDF

    Equip your DC team

    Hand advisors a plan-specific Fit Analysis report instead of a generic fact sheet.

  3. Quick Compare

    2045 VINTAGE
    YOURS PEERS
    Plan fit9182
    Fee drag0.12%0.31%
    Income scoreB+B
    Demographic matchStrongFair
    YOUR SUITE VS 5 PEERS

    Compare against peers

    Use Quick Compare to see how your suite stacks up on fit, fees and income.

What partners use

TDF IQ, in your
DC team’s hands.

Partners bring TDF IQ to the advisors they cover. Quick Compare puts your suite next to its peers on the numbers advisors ask about.

TDF IQ

Fit Analysis, Screener and Quick Compare. Your DC team shows each advisor how your suite fits a specific plan, and how it compares with peers.

Explore TDF IQ

Quick Compare · your suite vs. 5 peers

2045 VINTAGE
Asset classesGlide pathExpensesInsurers

Equity allocation by age

  • Your suite
  • Peer median
  • Peer range

In market today

Nuveen and PGIM already bring TDF IQ to the advisors they cover.

Partner with us

Partner models

Two ways managers bring TDF IQ to the advisors they serve.

Talk to our team

Nuveen

Offers TDF IQ free to advisors.

Business Wire · Apr 20, 2026 ¹

Delivers TDF IQ through its DC Solutions reps.

Business Wire · Aug 26, 2026 ²

FAQ

Questions partners ask.

Don’t see yours? We’re happy to walk through it.

Talk to our team

How do asset managers work with Nestimate?

Most partners offer TDF IQ to the DC teams and advisors they cover. Nuveen offers it free to advisors, and PGIM offers it through its DC Solutions reps.

Is the scoring the same for every manager?

Yes. TDF IQ scores every suite it covers against the plan’s own participants, with one method for all of them.

Can we brand the experience for our team?

The platform supports partner themes and single sign-on. Tell us what your rollout needs.

Do you cover suites with built-in income?

Yes. TDF IQ scores suites with built-in income alongside traditional ones, and the Retirement Income Score adds an outcomes lens.

What does it take to get started?

A conversation about your suites, your DC team and the advisors you want to reach.

Also built for

Built for the
people you reach.

Put your suite in the
plan conversation.

Talk with our team about bringing TDF IQ to the advisors and plans you cover.

Get a demoSee a sample report

Plans where your suite fits best

YOUR 2045 SUITE · 52 PLANS SCORED

38/ 52

BY PLAN SIZE
Under 500 participants14/ 18
500 to 2,50016/ 21
Over 2,5008/ 13
BY MEDIAN PARTICIPANT AGE
Under 4011/ 17
40 to 4919/ 24
50 and over8/ 11
RANKS FIRSTPLANS SCORED