For recordkeepers & insurers
Show which income products your platform supports, and give plans a documented way to choose.
Income options
ACME CO.What it does for you
Three jobs Nestimate does for recordkeepers, insurers and the plans they serve.
Recordkeeper availability
YOUR PLATFORMAdvisors search by recordkeeper or product and see what’s available before they recommend.
Product data
UPDATED SEP 2026In-plan annuity
Insurer validatedInsurers review how their products appear and commit to keeping the data current.
Fiduciary’s checklist
IN-PLAN ANNUITYInsurer’s written attestation letter
Insurer is financially capable of meeting its obligations
Cost is reasonable relative to features and benefits
Advisors complete the fiduciary’s checklist, with the insurer’s attestation letter in the proposal.
Products partners use
The Retirement Income Platform is where your products show up. TDF IQ covers the target date suites on your platform too.
Your products, with the insurer’s attestation letters on file for every advisor’s proposal.
Insurer attestation letters
YOUR PLATFORMScreen the target date suites available on your platform, including those with built-in income.
Suites on your platform
2045 · 7 AVAILABLEIn market today
Nationwide
Partnership announced September 17, 2026.
Your platform next
Talk to us about bringing both tools to the advisors and sponsors you serve.
TDF IQ and the Lifetime Income Evaluator, for the advisors and plan sponsors Nationwide works with.
Business Wire · Sep 17, 2026 ¹
FAQ
Don’t see yours? We’re happy to walk through it.
Guaranteed income products with their payout, fee and return data, plus which recordkeepers make each one available.
The insurer has reviewed and approved how Nestimate represents its product, and has committed to providing continuous updates.
Availability is tracked for each product, so advisors can search by recordkeeper or product before they recommend.
Yes. Nationwide offers TDF IQ and lifetime income tools to advisors and plan sponsors today. Talk to us about a rollout.
Yes. TDF IQ scores every target date suite it covers, including suites with built-in income, against a plan’s participants.
Also built for
For the advisors who recommend income.
For the committees that offer it.
For the managers whose suites you carry.
Talk with our team about product data, availability and partner access.
Platform availability
WHAT ADVISORS SEE FOR YOUR PLATFORM