For plan sponsors
See your target date fund against your own participant data, and keep a record of how you chose.
What it does for you
Three jobs Nestimate does for your plan, so the committee decides on evidence.
Participant profile
STEP 2Upload a census, or answer a few questions about your people if you don’t have one handy.
Your current suite
2045 VINTAGEEvery suite gets a plan-fit score. Your current suite is ranked right alongside.
Retirement Income Score
BY AGESee who is most at risk of outliving savings, and what guaranteed income changes.
Products plan sponsors use
Use TDF IQ to choose and document your default. Bring in fiduciary support when you want a partner on selection and monitoring.
Score every suite against your participants and keep the committee’s record in one place.
Reports for the committee file
ACME CO. 401(K)Our team proposes the lineup, maps it from your current funds and monitors it with you.
Fiduciary proposal · lineup mapping
CURRENT → PROPOSEDHow sponsors start
With or without an advisor
Come to us directly, or bring your advisor along.
Nationwide offers TDF IQ and the Lifetime Income Evaluator to the advisors and plan sponsors it works with.
Business Wire · Sep 17, 2026 ¹
FAQ
Don’t see yours? We’re happy to walk through it.
No. Many sponsors bring in their advisor or consultant, and we also work with committees directly.
A participant census with ages, balances, deferral rates and salaries. That’s what TDF IQ uses to score each suite.
It shows how every suite fits your participants, including your current one. The decision stays with your committee, and the analysis is documented.
The Retirement Income Score shows which participants are most at risk of outliving their savings, and how a guaranteed income option could change that.
A plan-specific report with fit scores, the Retirement Income Score, risk and return side by side, and a fiduciary summary.
Also built for
For the advisor who sits with your committee.
For the managers behind your lineup.
For the platform that runs your plan.
Talk with our team and walk through a sample report built for a plan like yours.
Target date default review
Acme Co. 401(k) Plan Committee