Resources
Product maps, legal opinion and a sample report, free to read and share.
FeaturedProduct map · Sept 2026
Every in-plan income design on one page, from target date funds with guarantees to managed payouts.
PDF, 1 page. Updated September 2026.
The retirement income landscape
Target date fund with guaranteed lifetime benefit
Target date fund with fixed annuity
Target date fund with fixed indexed annuity
Target date fund with QLAC
Immediate fixed annuity
Deferred fixed annuity
Managed account and personalized solutions
Non-guaranteed managed payout
For the committee file
A legal opinion on the platform and a full sample report, ready to share.
The Wagner Law Group
“Nestimate may be an evolving best practice for Fiduciary Advisors engaged to provide annuity selection advice to Plan clients.”
Legal opinion · The Wagner Law Group
The law firm’s review of how Nestimate supports annuity selection advice for plans. PDF, 17 pages.
Target Date Fund
Fit Analysis
Prepared for the Acme Co. 401(k) Plan Committee
Projected income replacement by vintage
Sample report · TDF fit analysis
Six pages, from suite scores to the process record, with a note on what each page proves.
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We’ll walk you through the map, the opinion letter and a sample report.